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
126
$2.53M 0.19%
12,941
+591
127
$2.5M 0.19%
47,412
-75
128
$2.48M 0.18%
35,774
+4,825
129
$2.31M 0.17%
34,571
+1,050
130
$2.18M 0.16%
13,951
+682
131
$2.13M 0.16%
31,649
+1,268
132
$2.12M 0.16%
18,000
+17,964
133
$2.1M 0.16%
9,377
+299
134
$2.1M 0.16%
56,605
-3,017
135
$2.08M 0.15%
30,795
+7,148
136
$2.07M 0.15%
25,936
+1,740
137
$2.06M 0.15%
23,589
+1,956
138
$2.02M 0.15%
38,520
+1,037
139
$2M 0.15%
6,299
+46
140
$2M 0.15%
29,955
+1,626
141
$1.98M 0.15%
+41,505
142
$1.96M 0.15%
10,887
+1,368
143
$1.93M 0.14%
48,408
+1,882
144
$1.93M 0.14%
13,862
+1,863
145
$1.85M 0.14%
23,455
+106
146
$1.83M 0.14%
14,327
+513
147
$1.81M 0.13%
62,120
-1,718
148
$1.8M 0.13%
24,639
+695
149
$1.76M 0.13%
11,937
+1,612
150
$1.73M 0.13%
19,569
+46
4 5
6
7 8