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
526
$17.3K ﹤0.01%
500
527
$17.3K ﹤0.01%
48
528
$16.9K ﹤0.01%
453
529
$16.6K ﹤0.01%
430
530
$16.5K ﹤0.01%
209
531
$16.5K ﹤0.01%
205
-3
532
$16.5K ﹤0.01%
480
533
$16.3K ﹤0.01%
325
534
$16.3K ﹤0.01%
1,236
535
$16.3K ﹤0.01%
277
536
$16.2K ﹤0.01%
+1,302
537
$16.2K ﹤0.01%
426
538
$16K ﹤0.01%
195
539
$16K ﹤0.01%
675
540
$15.6K ﹤0.01%
620
-19,803
541
$15.6K ﹤0.01%
862
542
$15.5K ﹤0.01%
1,020
-120
543
$15.4K ﹤0.01%
106
-57
544
$15.4K ﹤0.01%
645
-13
545
$15.3K ﹤0.01%
152
546
$15K ﹤0.01%
109
547
$15K ﹤0.01%
386
548
$14.9K ﹤0.01%
513
549
$14.7K ﹤0.01%
245
-5
550
$14.7K ﹤0.01%
149
-34
20 21
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23 24