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
476
$27.8K ﹤0.01%
255
477
$27.7K ﹤0.01%
1,500
478
$27.5K ﹤0.01%
550
479
$27.5K ﹤0.01%
+600
480
$26.7K ﹤0.01%
1,128
481
$26.4K ﹤0.01%
573
482
$25.9K ﹤0.01%
480
483
$25.6K ﹤0.01%
650
484
$24.5K ﹤0.01%
888
485
$24.5K ﹤0.01%
632
486
$24.5K ﹤0.01%
1,258
487
$24.3K ﹤0.01%
392
-6
488
$24.3K ﹤0.01%
1,590
+37
489
$24.1K ﹤0.01%
198
490
$24.1K ﹤0.01%
293
+93
491
$22.8K ﹤0.01%
+300
492
$22.5K ﹤0.01%
+700
493
$22.4K ﹤0.01%
200
494
$22.3K ﹤0.01%
207
+154
495
$21.4K ﹤0.01%
159
-3,222
496
$21.3K ﹤0.01%
367
497
$21.2K ﹤0.01%
1,000
498
$20.9K ﹤0.01%
313
499
$20.9K ﹤0.01%
660
-5
500
$20.5K ﹤0.01%
830
+150
18 19
20
21 22