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
876
$1.22K ﹤0.01%
+40
877
$1.21K ﹤0.01%
7
878
$1.19K ﹤0.01%
9
879
$1.18K ﹤0.01%
8
880
$1.16K ﹤0.01%
83
881
$1.14K ﹤0.01%
45
882
$1.12K ﹤0.01%
14
883
$1.09K ﹤0.01%
11
884
$1.07K ﹤0.01%
13
885
$1.07K ﹤0.01%
29
886
$1.06K ﹤0.01%
27
887
$1.01K ﹤0.01%
18
888
$1.01K ﹤0.01%
35
889
$1K ﹤0.01%
32
890
$989 ﹤0.01%
7
891
$987 ﹤0.01%
30
892
$951 ﹤0.01%
16
-5
893
$940 ﹤0.01%
34
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894
$937 ﹤0.01%
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895
$910 ﹤0.01%
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-10
896
$902 ﹤0.01%
410
897
$900 ﹤0.01%
33
898
$869 ﹤0.01%
+45
899
$859 ﹤0.01%
40
900
$836 ﹤0.01%
9
34 35
36
37 38