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
901
$825 ﹤0.01%
14
902
$809 ﹤0.01%
10
903
$801 ﹤0.01%
22
904
$798 ﹤0.01%
7
-31
905
$790 ﹤0.01%
+24
906
$789 ﹤0.01%
10
-20
907
$766 ﹤0.01%
8
-28
908
$719 ﹤0.01%
51
909
$717 ﹤0.01%
14
910
$700 ﹤0.01%
24
911
$695 ﹤0.01%
15
912
$626 ﹤0.01%
3
913
$578 ﹤0.01%
14
914
$564 ﹤0.01%
9
915
$460 ﹤0.01%
9
916
$458 ﹤0.01%
5
917
$438 ﹤0.01%
10
918
$437 ﹤0.01%
9
919
$405 ﹤0.01%
11
920
$366 ﹤0.01%
12
921
$347 ﹤0.01%
+8
922
$313 ﹤0.01%
6
923
$278 ﹤0.01%
75
924
$273 ﹤0.01%
2
925
$252 ﹤0.01%
16
35 36
37
38 39