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
701
$5.47K ﹤0.01%
239
702
$5.45K ﹤0.01%
336
-103
703
$5.4K ﹤0.01%
+75
704
$5.37K ﹤0.01%
115
-38
705
$5.36K ﹤0.01%
165
706
$5.35K ﹤0.01%
55
707
$5.32K ﹤0.01%
232
-72
708
$5.26K ﹤0.01%
131
709
$5.23K ﹤0.01%
30
-22
710
$5.19K ﹤0.01%
+2
711
$5.13K ﹤0.01%
+100
712
$5.12K ﹤0.01%
75
713
$5.12K ﹤0.01%
133
714
$5.06K ﹤0.01%
50
715
$5.02K ﹤0.01%
+186
716
$4.93K ﹤0.01%
63
717
$4.92K ﹤0.01%
177
718
$4.87K ﹤0.01%
574
719
$4.86K ﹤0.01%
+100
720
$4.78K ﹤0.01%
62
721
$4.77K ﹤0.01%
31
722
$4.76K ﹤0.01%
25
723
$4.75K ﹤0.01%
54
724
$4.71K ﹤0.01%
165
725
$4.69K ﹤0.01%
212
27 28
29
30 31