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
201
$912K 0.07%
767
-67
202
$893K 0.07%
6,356
-165
203
$891K 0.07%
10,127
-431
204
$882K 0.07%
4,422
-379
205
$869K 0.06%
22,492
+5,390
206
$866K 0.06%
12,680
+1,140
207
$864K 0.06%
5,281
+1,091
208
$860K 0.06%
3,486
-204
209
$855K 0.06%
11,624
+986
210
$853K 0.06%
15,480
211
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4,320
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212
$837K 0.06%
+28,276
213
$837K 0.06%
6,611
-3,303
214
$835K 0.06%
26,865
+26,805
215
$824K 0.06%
28,797
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216
$817K 0.06%
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217
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6,273
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218
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12,777
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219
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5,043
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220
$797K 0.06%
12,099
+1,062
221
$792K 0.06%
10,031
222
$791K 0.06%
34,586
+7,872
223
$729K 0.05%
5,042
-584
224
$719K 0.05%
+13,691
225
$716K 0.05%
6,835
-11,522
7 8
9
10 11