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
651
$7.01K ﹤0.01%
179
652
$6.94K ﹤0.01%
284
-9,327
653
$6.9K ﹤0.01%
142
-3
654
$6.9K ﹤0.01%
1,169
655
$6.84K ﹤0.01%
122
656
$6.8K ﹤0.01%
+100
657
$6.76K ﹤0.01%
333
658
$6.74K ﹤0.01%
226
-5
659
$6.72K ﹤0.01%
70
-219
660
$6.71K ﹤0.01%
375
661
$6.71K ﹤0.01%
40
662
$6.67K ﹤0.01%
+300
663
$6.62K ﹤0.01%
619
664
$6.6K ﹤0.01%
+200
665
$6.56K ﹤0.01%
67
666
$6.52K ﹤0.01%
575
-12
667
$6.5K ﹤0.01%
185
668
$6.49K ﹤0.01%
+1,000
669
$6.46K ﹤0.01%
82
-2
670
$6.37K ﹤0.01%
297
671
$6.36K ﹤0.01%
204
-4
672
$6.3K ﹤0.01%
100
673
$6.27K ﹤0.01%
108
-168
674
$6.26K ﹤0.01%
111
-2
675
$6.24K ﹤0.01%
474
-8
25 26
27
28 29