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
601
$10.1K ﹤0.01%
78
602
$10.1K ﹤0.01%
200
603
$9.95K ﹤0.01%
202
-21
604
$9.92K ﹤0.01%
426
+352
605
$9.84K ﹤0.01%
570
-12
606
$9.8K ﹤0.01%
704
607
$9.71K ﹤0.01%
139
608
$9.69K ﹤0.01%
333
-174
609
$9.68K ﹤0.01%
230
610
$9.61K ﹤0.01%
105
-55
611
$9.56K ﹤0.01%
+1,093
612
$9.47K ﹤0.01%
100
613
$9.32K ﹤0.01%
100
614
$9.32K ﹤0.01%
+666
615
$9.25K ﹤0.01%
216
616
$9.21K ﹤0.01%
+639
617
$9.16K ﹤0.01%
+700
618
$9.11K ﹤0.01%
+93
619
$9.09K ﹤0.01%
100
+53
620
$8.96K ﹤0.01%
225
621
$8.95K ﹤0.01%
+251
622
$8.55K ﹤0.01%
100
623
$8.54K ﹤0.01%
390
-8
624
$8.54K ﹤0.01%
111
-2
625
$8.46K ﹤0.01%
312
-6
23 24
25
26 27