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
826
$2.01K ﹤0.01%
300
827
$2K ﹤0.01%
52
828
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829
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43
830
$1.96K ﹤0.01%
12
831
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-6
832
$1.9K ﹤0.01%
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833
$1.89K ﹤0.01%
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834
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95
835
$1.84K ﹤0.01%
11
836
$1.83K ﹤0.01%
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837
$1.83K ﹤0.01%
42
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838
$1.81K ﹤0.01%
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839
$1.81K ﹤0.01%
66
-73
840
$1.79K ﹤0.01%
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841
$1.78K ﹤0.01%
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842
$1.76K ﹤0.01%
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843
$1.74K ﹤0.01%
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-30
844
$1.74K ﹤0.01%
+8,700
845
$1.72K ﹤0.01%
39
-38
846
$1.7K ﹤0.01%
49
847
$1.69K ﹤0.01%
33
848
$1.68K ﹤0.01%
11
-11
849
$1.67K ﹤0.01%
100
850
$1.63K ﹤0.01%
48
32 33
34
35 36