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
626
$2K ﹤0.01%
8,700
627
$1K ﹤0.01%
405
628
$1K ﹤0.01%
45
629
$1K ﹤0.01%
+38
630
$1K ﹤0.01%
18
631
$1K ﹤0.01%
18
632
$1K ﹤0.01%
36
-9,615
633
$1K ﹤0.01%
65
634
$1K ﹤0.01%
15
635
$1K ﹤0.01%
4
636
$1K ﹤0.01%
43
-166
637
$1K ﹤0.01%
723
638
$1K ﹤0.01%
8
639
$1K ﹤0.01%
66
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640
$1K ﹤0.01%
61
641
$1K ﹤0.01%
9
642
$1K ﹤0.01%
115
643
$1K ﹤0.01%
+19
644
$1K ﹤0.01%
151
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645
$1K ﹤0.01%
40
-6
646
$1K ﹤0.01%
200
647
$1K ﹤0.01%
+153
648
$1K ﹤0.01%
40
-10,915
649
$1K ﹤0.01%
271
+22
650
$1K ﹤0.01%
115
24 25
26
27 28