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
776
$2.96K ﹤0.01%
61
777
$2.96K ﹤0.01%
+100
778
$2.92K ﹤0.01%
89
779
$2.92K ﹤0.01%
126
780
$2.9K ﹤0.01%
16
-12
781
$2.88K ﹤0.01%
832
782
$2.8K ﹤0.01%
34
783
$2.8K ﹤0.01%
132
784
$2.8K ﹤0.01%
48
785
$2.78K ﹤0.01%
22
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786
$2.78K ﹤0.01%
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787
$2.77K ﹤0.01%
47
788
$2.71K ﹤0.01%
73
789
$2.71K ﹤0.01%
62
-384
790
$2.7K ﹤0.01%
100
+1
791
$2.69K ﹤0.01%
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792
$2.66K ﹤0.01%
+239
793
$2.64K ﹤0.01%
20
-13
794
$2.64K ﹤0.01%
84
-78
795
$2.61K ﹤0.01%
4
796
$2.58K ﹤0.01%
29
-3,196
797
$2.57K ﹤0.01%
61
798
$2.57K ﹤0.01%
40
-111
799
$2.55K ﹤0.01%
8
800
$2.51K ﹤0.01%
27
30 31
32
33 34