MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.77M
3
+$3.59M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$3.24M
5
SBUX icon
Starbucks
SBUX
+$2.99M

Top Sells

1
+$8.4M
2
+$5.82M
3
+$3.48M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.2M
5
MPC icon
Marathon Petroleum
MPC
+$2.65M

Sector Composition

1 Technology 14.35%
2 Financials 9.96%
3 Healthcare 9.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$498K 0.04%
17,573
-1,944
227
$491K 0.04%
10,081
-759
228
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5,197
-1,580
229
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22,954
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231
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15,078
+1,022
232
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17,720
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233
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235
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8,366
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236
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237
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4,573
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238
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239
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4,283
240
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244
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245
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247
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248
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4,678
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249
$383K 0.03%
7,572
-192
250
$381K 0.03%
19,892
-2,590
8 9
10
11 12