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
726
$4.63K ﹤0.01%
42
727
$4.61K ﹤0.01%
100
728
$4.58K ﹤0.01%
230
-45
729
$4.56K ﹤0.01%
14
-11
730
$4.55K ﹤0.01%
28
731
$4.53K ﹤0.01%
104
732
$4.43K ﹤0.01%
36
-20
733
$4.42K ﹤0.01%
60
734
$4.27K ﹤0.01%
277
735
$4.26K ﹤0.01%
63
-95
736
$4.24K ﹤0.01%
106
737
$4.19K ﹤0.01%
41
738
$4.17K ﹤0.01%
200
739
$4.14K ﹤0.01%
55
-173
740
$4.11K ﹤0.01%
60
-33
741
$4.04K ﹤0.01%
28
-14
742
$4.03K ﹤0.01%
87
743
$4.01K ﹤0.01%
100
-41
744
$3.96K ﹤0.01%
31
745
$3.92K ﹤0.01%
46
-4,996
746
$3.88K ﹤0.01%
92
747
$3.87K ﹤0.01%
263
748
$3.79K ﹤0.01%
35
-70
749
$3.78K ﹤0.01%
34
750
$3.71K ﹤0.01%
73
28 29
30
31 32