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
626
$8.32K ﹤0.01%
312
627
$8.29K ﹤0.01%
313
+65
628
$8.28K ﹤0.01%
110
-10
629
$8.05K ﹤0.01%
170
630
$8.04K ﹤0.01%
128
631
$8.04K ﹤0.01%
116
-6,576
632
$8K ﹤0.01%
100
633
$7.88K ﹤0.01%
35
-1
634
$7.86K ﹤0.01%
470
635
$7.78K ﹤0.01%
+268
636
$7.63K ﹤0.01%
377
+65
637
$7.6K ﹤0.01%
109
+48
638
$7.59K ﹤0.01%
332
-35,341
639
$7.58K ﹤0.01%
104
-2
640
$7.58K ﹤0.01%
325
641
$7.5K ﹤0.01%
203
-4
642
$7.48K ﹤0.01%
102
+82
643
$7.39K ﹤0.01%
+57
644
$7.38K ﹤0.01%
+62
645
$7.28K ﹤0.01%
500
646
$7.27K ﹤0.01%
283
-6
647
$7.19K ﹤0.01%
268
-5
648
$7.12K ﹤0.01%
45
649
$7.11K ﹤0.01%
29
-1
650
$7.01K ﹤0.01%
40
-7
24 25
26
27 28