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
1001
– –
-17
1002
– –
-32
1003
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-34
1004
– –
-17
1005
– –
-20
1006
– –
-49
1007
– –
-21
1008
– –
-268
1009
– –
-20
1010
– –
-33
1011
– –
-11
1012
– –
-47
1013
– –
-62
1014
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-21
1015
– –
-9
1016
– –
-13
1017
– –
-55
1018
– –
-203
1019
– –
-50
1020
– –
-218
1021
– –
-15
1022
– –
-5
1023
– –
-21
1024
– –
-34
1025
– –
-10
39 40
41
42 43