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
576
$12.5K ﹤0.01%
431
577
$12.3K ﹤0.01%
125
578
$12.1K ﹤0.01%
111
-44
579
$12.1K ﹤0.01%
404
580
$12K ﹤0.01%
75
-58
581
$12K ﹤0.01%
500
582
$11.9K ﹤0.01%
145
583
$11.9K ﹤0.01%
+200
584
$11.8K ﹤0.01%
550
585
$11.7K ﹤0.01%
542
+97
586
$11.1K ﹤0.01%
70
+15
587
$11K ﹤0.01%
158
588
$10.8K ﹤0.01%
350
589
$10.8K ﹤0.01%
372
590
$10.8K ﹤0.01%
750
591
$10.6K ﹤0.01%
190
-4
592
$10.5K ﹤0.01%
100
+82
593
$10.5K ﹤0.01%
151
594
$10.4K ﹤0.01%
309
-6
595
$10.3K ﹤0.01%
332
-139
596
$10.3K ﹤0.01%
582
-2,450
597
$10.3K ﹤0.01%
488
-155
598
$10.2K ﹤0.01%
113
+57
599
$10.1K ﹤0.01%
343
-7
600
$10.1K ﹤0.01%
154
22 23
24
25 26