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
926
$251 ﹤0.01%
7
927
$245 ﹤0.01%
50
928
$231 ﹤0.01%
9
-3
929
$222 ﹤0.01%
20
-41
930
$217 ﹤0.01%
+8
931
$177 ﹤0.01%
4
-6
932
$166 ﹤0.01%
10
933
$152 ﹤0.01%
157
934
$148 ﹤0.01%
19
935
$132 ﹤0.01%
4
936
$131 ﹤0.01%
13
937
$116 ﹤0.01%
5
938
$108 ﹤0.01%
4
939
$94 ﹤0.01%
2
-28
940
$90 ﹤0.01%
9
941
$85 ﹤0.01%
+5,000
942
$53 ﹤0.01%
4
943
$43 ﹤0.01%
20
944
$26 ﹤0.01%
12
945
$24 ﹤0.01%
12
946
$18 ﹤0.01%
800
947
$2 ﹤0.01%
200
948
$1 ﹤0.01%
44
949
$0 ﹤0.01%
16
950
– –
-47
36 37
38
39 40