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MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1101
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1102
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1103
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0
1104
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1105
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1106
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1107
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1108
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1109
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1110
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-150
1111
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1112
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1113
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-750
1114
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-14
1115
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-9
1116
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1117
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1118
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0
1119
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1120
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1121
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-5
1122
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1123
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1124
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1125
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43 44
45
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