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
176
$1.16M 0.09%
7,230
-510
177
$1.15M 0.09%
10,464
+212
178
$1.15M 0.09%
14,911
179
$1.13M 0.08%
4,808
+43
180
$1.05M 0.08%
2,822
-56
181
$1.04M 0.08%
13,202
-383
182
$998K 0.07%
19,570
+19,345
183
$994K 0.07%
10,704
-254
184
$994K 0.07%
18,222
-73
185
$989K 0.07%
17,096
-17
186
$976K 0.07%
34,663
+824
187
$976K 0.07%
6,251
-374
188
$974K 0.07%
15,987
+206
189
$969K 0.07%
10,430
+1,573
190
$968K 0.07%
12,402
+103
191
$962K 0.07%
16,199
-464
192
$958K 0.07%
22,745
+820
193
$947K 0.07%
55,718
+693
194
$931K 0.07%
+33,645
195
$928K 0.07%
15,504
-766
196
$925K 0.07%
11,692
-643
197
$925K 0.07%
12,640
+222
198
$921K 0.07%
8,913
-135
199
$919K 0.07%
6,354
-292
200
$914K 0.07%
8,691
+1,113
6 7
8
9 10