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
851
$1.59K ﹤0.01%
28
852
$1.59K ﹤0.01%
11
853
$1.59K ﹤0.01%
29
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854
$1.57K ﹤0.01%
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855
$1.57K ﹤0.01%
50
856
$1.55K ﹤0.01%
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857
$1.53K ﹤0.01%
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-64
858
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859
$1.48K ﹤0.01%
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860
$1.47K ﹤0.01%
5
861
$1.41K ﹤0.01%
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862
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863
$1.4K ﹤0.01%
50
864
$1.39K ﹤0.01%
90
-59
865
$1.37K ﹤0.01%
277
866
$1.35K ﹤0.01%
24
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867
$1.3K ﹤0.01%
11
868
$1.29K ﹤0.01%
181
+35
869
$1.28K ﹤0.01%
18
870
$1.26K ﹤0.01%
34
871
$1.24K ﹤0.01%
1
872
$1.23K ﹤0.01%
19
873
$1.22K ﹤0.01%
37
-39
874
$1.22K ﹤0.01%
11
875
$1.22K ﹤0.01%
31
-129
33 34
35
36 37