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
751
$3.71K ﹤0.01%
32
752
$3.7K ﹤0.01%
100
753
$3.69K ﹤0.01%
226
-98
754
$3.63K ﹤0.01%
326
755
$3.62K ﹤0.01%
69
756
$3.59K ﹤0.01%
105
757
$3.55K ﹤0.01%
92
-80
758
$3.54K ﹤0.01%
37
-42
759
$3.54K ﹤0.01%
147
-893
760
$3.46K ﹤0.01%
65
-168
761
$3.46K ﹤0.01%
500
762
$3.42K ﹤0.01%
25
763
$3.42K ﹤0.01%
53
-36
764
$3.41K ﹤0.01%
69
-1
765
$3.28K ﹤0.01%
38
766
$3.26K ﹤0.01%
102
-101
767
$3.25K ﹤0.01%
24
-17
768
$3.24K ﹤0.01%
57
769
$3.18K ﹤0.01%
40
770
$3.12K ﹤0.01%
44
771
$3.04K ﹤0.01%
21
-30
772
$3.03K ﹤0.01%
124
773
$3.01K ﹤0.01%
42
-46
774
$2.98K ﹤0.01%
41
-40
775
$2.97K ﹤0.01%
70
29 30
31
32 33