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
801
$2.5K ﹤0.01%
250
802
$2.49K ﹤0.01%
20
803
$2.47K ﹤0.01%
70
-46
804
$2.46K ﹤0.01%
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805
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60
806
$2.42K ﹤0.01%
5
807
$2.38K ﹤0.01%
405
-338
808
$2.35K ﹤0.01%
26
809
$2.24K ﹤0.01%
66
810
$2.23K ﹤0.01%
69
811
$2.17K ﹤0.01%
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812
$2.16K ﹤0.01%
48
813
$2.14K ﹤0.01%
60
-70
814
$2.13K ﹤0.01%
43
815
$2.13K ﹤0.01%
275
816
$2.1K ﹤0.01%
35
817
$2.09K ﹤0.01%
34
818
$2.08K ﹤0.01%
119
819
$2.07K ﹤0.01%
17
820
$2.07K ﹤0.01%
51
821
$2.06K ﹤0.01%
59
-25
822
$2.06K ﹤0.01%
49
823
$2.02K ﹤0.01%
81
824
$2.02K ﹤0.01%
72
825
$2.01K ﹤0.01%
155
31 32
33
34 35