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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
751
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-6,120
752
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753
$0 ﹤0.01%
18
-519
754
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-111
755
– –
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756
$0 ﹤0.01%
20
757
– –
-10,204
758
$0 ﹤0.01%
20
759
– –
0
760
$0 ﹤0.01%
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-99
761
$0 ﹤0.01%
3
762
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0
763
– –
-91
764
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765
– –
-374
766
– –
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767
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768
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770
– –
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771
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772
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-100
773
– –
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775
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29 30
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32 33