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
76
$4.66M 0.35%
60,246
-51,126
77
$4.61M 0.34%
22,514
+736
78
$4.57M 0.34%
75,883
+24,386
79
$4.52M 0.34%
195,330
-3,480
80
$4.46M 0.33%
86,515
-2,207
81
$4.42M 0.33%
174,191
+5,229
82
$4.27M 0.32%
36,603
-1,595
83
$4.25M 0.32%
135,645
+4,338
84
$4.24M 0.31%
60,380
-1,147
85
$4.24M 0.31%
24,908
-807
86
$4.18M 0.31%
36,704
+4,683
87
$4.17M 0.31%
36,196
-1,190
88
$4.16M 0.31%
28,441
+1,111
89
$4.09M 0.3%
115,448
+7,716
90
$4.08M 0.3%
70,365
-185
91
$3.87M 0.29%
68,757
-2,345
92
$3.77M 0.28%
15,459
+2,420
93
$3.77M 0.28%
28,177
+1,431
94
$3.72M 0.28%
37,461
+978
95
$3.64M 0.27%
23,240
+376
96
$3.64M 0.27%
106,731
+19,765
97
$3.58M 0.27%
26,889
-535
98
$3.57M 0.26%
55,350
-9
99
$3.56M 0.26%
16,530
+2,230
100
$3.49M 0.26%
41,752
+3,456
2 3
4
5 6