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
551
$14.5K ﹤0.01%
160
552
$14.5K ﹤0.01%
1,905
553
$14.4K ﹤0.01%
350
554
$14.2K ﹤0.01%
139
-5
555
$14.2K ﹤0.01%
330
+200
556
$14.1K ﹤0.01%
115
557
$14.1K ﹤0.01%
150
-100
558
$14K ﹤0.01%
306
-8,706
559
$13.9K ﹤0.01%
170
560
$13.8K ﹤0.01%
1,215
561
$13.8K ﹤0.01%
135
562
$13.7K ﹤0.01%
+200
563
$13.6K ﹤0.01%
1,092
564
$13.4K ﹤0.01%
611
+524
565
$13.3K ﹤0.01%
1,333
566
$13.3K ﹤0.01%
383
-22,816
567
$13.3K ﹤0.01%
475
568
$13.1K ﹤0.01%
475
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569
$12.9K ﹤0.01%
239
570
$12.9K ﹤0.01%
307
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571
$12.8K ﹤0.01%
330
-850
572
$12.7K ﹤0.01%
75
573
$12.6K ﹤0.01%
87
-30
574
$12.6K ﹤0.01%
925
-15
575
$12.6K ﹤0.01%
102
-2
21 22
23
24 25