MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$2.59M
3
+$2.43M
4
SBUX icon
Starbucks
SBUX
+$2.18M
5
BFAM icon
Bright Horizons
BFAM
+$2.12M

Top Sells

1
+$3.96M
2
+$3.42M
3
+$2.56M
4
SFST icon
Southern First Bancshares
SFST
+$1.99M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$1.83M

Sector Composition

1 Financials 10.52%
2 Technology 10.48%
3 Consumer Discretionary 8.37%
4 Healthcare 8.22%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.76%
89,259
-2,593
27
$9.8M 0.73%
65,266
+452
28
$9.79M 0.73%
60,125
-945
29
$9.57M 0.71%
242,440
+5,354
30
$9.44M 0.7%
176,771
+7,198
31
$9.42M 0.7%
62,969
-3,457
32
$8.88M 0.66%
148,800
-3,440
33
$8.81M 0.65%
49,603
+13,699
34
$8.77M 0.65%
29,954
+301
35
$8.34M 0.62%
37,476
-1,853
36
$8.32M 0.62%
50,598
-1,675
37
$8.29M 0.61%
170,313
+1,717
38
$8.27M 0.61%
280,730
+3,643
39
$8.12M 0.6%
189,074
-59,620
40
$7.98M 0.59%
1,135,560
-145,760
41
$7.87M 0.58%
55,214
+1,008
42
$7.81M 0.58%
74,338
-6,064
43
$6.88M 0.51%
52,994
+969
44
$6.73M 0.5%
286,978
-3,782
45
$6.61M 0.49%
3,332
-213
46
$6.47M 0.48%
76,098
+2,051
47
$6.43M 0.48%
78,096
-2,338
48
$6.15M 0.46%
108,200
+38,430
49
$6.06M 0.45%
41,036
+227
50
$6.04M 0.45%
147,193
+26,579
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