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
1101
– –
-29
1102
– –
-28
1103
– –
-100
1104
– –
-18
1105
– –
-11
1106
– –
-113
1107
– –
-23
1108
– –
-7
1109
– –
-3
1110
– –
-25
1111
– –
0
1112
– –
0
1113
– –
-225
1114
– –
-160
1115
– –
-110
1116
– –
-43
1117
– –
-60
1118
– –
-13
1119
– –
-7
1120
– –
-12
1121
– –
-15
1122
– –
-24
1123
– –
-41
1124
– –
-25
1125
– –
-21
43 44
45
46 47