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
101
$3.47M 0.26%
23,732
+588
102
$3.42M 0.25%
74,024
+1,898
103
$3.4M 0.25%
16,775
+2,020
104
$3.33M 0.25%
82,273
+11,132
105
$3.22M 0.24%
73,878
+1,891
106
$3.19M 0.24%
63,692
+989
107
$3.18M 0.24%
137,347
+9,110
108
$3.14M 0.23%
60,608
+40,203
109
$3.13M 0.23%
31,582
+1,287
110
$3.05M 0.23%
27,210
+5,110
111
$3.02M 0.22%
52,167
+2,585
112
$3.02M 0.22%
11,345
+76
113
$3.01M 0.22%
14,542
+433
114
$2.87M 0.21%
35,202
-1,711
115
$2.86M 0.21%
37,376
+3,943
116
$2.83M 0.21%
58,905
-3,425
117
$2.81M 0.21%
52,341
+2,259
118
$2.81M 0.21%
55,100
+4,507
119
$2.77M 0.21%
83,200
-3,100
120
$2.72M 0.2%
84,266
+5,590
121
$2.7M 0.2%
20,336
-388
122
$2.63M 0.2%
77,483
+168
123
$2.6M 0.19%
9,491
+384
124
$2.57M 0.19%
23,063
+1,028
125
$2.56M 0.19%
56,398
+25,780
3 4
5
6 7