MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$8.89M
2
+$2.6M
3
+$2.34M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.1M
5
SBUX icon
Starbucks
SBUX
+$2.03M

Top Sells

1
+$3.69M
2
+$3.44M
3
+$2.57M
4
SFST icon
Southern First Bancshares
SFST
+$2.18M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$1.85M

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
1026
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1027
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1028
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1029
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1030
$0 ﹤0.01%
2,265
1031
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-47
1032
$0 ﹤0.01%
16
1033
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-21
1034
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-27
1035
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1036
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-10
1037
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-11
1038
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-222
1039
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1040
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-2
1041
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-300
1042
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1043
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1044
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1045
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1046
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1047
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1048
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1049
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-53
1050
– –
-1,000
40 41
42
43 44