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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
801
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-24
802
$0 ﹤0.01%
9
803
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804
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-1,224
805
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806
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0
807
– –
-172
808
– –
-86
809
$0 ﹤0.01%
9
810
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-323
811
$0 ﹤0.01%
2
812
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813
$0 ﹤0.01%
1
814
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-1,228
815
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816
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817
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818
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819
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820
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-15,000
821
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-77
822
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0
823
– –
-5,256
824
$0 ﹤0.01%
7
825
– –
-2,470
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