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
151
$1.72M 0.13%
56,985
-140
152
$1.68M 0.12%
24,821
+891
153
$1.67M 0.12%
21,640
+448
154
$1.65M 0.12%
19,651
+1,161
155
$1.61M 0.12%
32,528
-820
156
$1.6M 0.12%
23,390
+22,936
157
$1.59M 0.12%
8,917
+439
158
$1.56M 0.12%
22,983
+1,136
159
$1.55M 0.11%
8,251
+27
160
$1.55M 0.11%
53,700
+14,677
161
$1.54M 0.11%
49,128
+49,062
162
$1.54M 0.11%
19,251
+16,363
163
$1.5M 0.11%
25,092
+24,575
164
$1.46M 0.11%
8,878
-65
165
$1.39M 0.1%
+36,824
166
$1.39M 0.1%
13,020
-573
167
$1.36M 0.1%
9,746
+175
168
$1.3M 0.1%
7,700
+118
169
$1.26M 0.09%
33,444
+1,258
170
$1.25M 0.09%
21,024
-7,016
171
$1.23M 0.09%
8,810
+1,233
172
$1.21M 0.09%
+25,927
173
$1.21M 0.09%
86,310
-19,487
174
$1.19M 0.09%
26,305
+3,244
175
$1.17M 0.09%
24,090
-181
5 6
7
8 9