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
501
$20.4K ﹤0.01%
187
-4,417
502
$20.2K ﹤0.01%
380
503
$20.1K ﹤0.01%
202
504
$19.9K ﹤0.01%
206
505
$19.8K ﹤0.01%
490
506
$19.7K ﹤0.01%
122
-2
507
$19.3K ﹤0.01%
179
508
$19.3K ﹤0.01%
73
509
$19.1K ﹤0.01%
2,000
510
$19K ﹤0.01%
283
-6,141
511
$18.4K ﹤0.01%
500
512
$18.4K ﹤0.01%
533
513
$18.4K ﹤0.01%
155
-9
514
$18.2K ﹤0.01%
202
515
$18.2K ﹤0.01%
350
516
$18K ﹤0.01%
369
517
$17.8K ﹤0.01%
285
518
$17.8K ﹤0.01%
148
-17
519
$17.7K ﹤0.01%
222
520
$17.6K ﹤0.01%
410
-339
521
$17.6K ﹤0.01%
150
522
$17.5K ﹤0.01%
981
523
$17.4K ﹤0.01%
110
-37
524
$17.3K ﹤0.01%
231
525
$17.3K ﹤0.01%
370
-497
19 20
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22 23