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
676
$6.18K ﹤0.01%
72
-23
677
$6.18K ﹤0.01%
+329
678
$6.17K ﹤0.01%
103
679
$6.11K ﹤0.01%
+175
680
$6.11K ﹤0.01%
186
-793
681
$6.1K ﹤0.01%
409
682
$6.05K ﹤0.01%
112
683
$5.99K ﹤0.01%
7
684
$5.94K ﹤0.01%
150
685
$5.87K ﹤0.01%
172
686
$5.85K ﹤0.01%
29
687
$5.84K ﹤0.01%
181
-94
688
$5.82K ﹤0.01%
226
-441
689
$5.82K ﹤0.01%
95
-10,159
690
$5.8K ﹤0.01%
88
-40
691
$5.79K ﹤0.01%
80
692
$5.74K ﹤0.01%
30
-60
693
$5.72K ﹤0.01%
284
694
$5.71K ﹤0.01%
75
-72
695
$5.64K ﹤0.01%
260
696
$5.62K ﹤0.01%
6
697
$5.61K ﹤0.01%
245
698
$5.54K ﹤0.01%
44
-30
699
$5.53K ﹤0.01%
118
700
$5.49K ﹤0.01%
20
-1
26 27
28
29 30