MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
401
$34K ﹤0.01%
116
402
$33K ﹤0.01%
1,041
403
$32K ﹤0.01%
145
+58
404
$32K ﹤0.01%
850
405
$32K ﹤0.01%
935
406
$32K ﹤0.01%
450
407
$31K ﹤0.01%
1,320
+390
408
$31K ﹤0.01%
2,196
-1,203
409
$31K ﹤0.01%
870
410
$30K ﹤0.01%
262
-15
411
$30K ﹤0.01%
207
+160
412
$30K ﹤0.01%
+1,149
413
$29K ﹤0.01%
655
414
$29K ﹤0.01%
900
415
$29K ﹤0.01%
2,666
416
$29K ﹤0.01%
240
417
$28K ﹤0.01%
596
418
$28K ﹤0.01%
692
419
$27K ﹤0.01%
121
420
$27K ﹤0.01%
1,100
421
$27K ﹤0.01%
491
422
$26K ﹤0.01%
955
-176
423
$26K ﹤0.01%
1,521
424
$26K ﹤0.01%
1,043
425
$26K ﹤0.01%
651
-350
15 16
17
18 19