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
$2.42B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.89M
3
+$3.81M
4
JEMA icon
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
+$2.47M
5
FDX icon
FedEx
FDX
+$2.36M

Top Sells

1
+$3.08M
2
+$2.68M
3
+$2.32M
4
GEN icon
Gen Digital
GEN
+$1.78M
5
BBSC icon
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
+$1.68M

Sector Composition

1 Technology 16.09%
2 Financials 11.05%
3 Healthcare 9.07%
4 Consumer Discretionary 8.59%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.5M 1.01%
115,621
+6,300
27
$24.3M 1.01%
100,925
+6,147
28
$23.8M 0.99%
178,820
+5,380
29
$23.8M 0.98%
560,800
+29,795
30
$23.1M 0.96%
214,388
+35,334
31
$23.1M 0.95%
85,534
-2,573
32
$22.6M 0.94%
223,205
+17,726
33
$22.2M 0.92%
81,418
+2,237
34
$21.9M 0.9%
401,675
+25,628
35
$20.9M 0.86%
625,134
+50,031
36
$19.6M 0.81%
50,099
+1,299
37
$17.9M 0.74%
44,488
+1,247
38
$17.1M 0.71%
64,585
+3,603
39
$16.2M 0.67%
62,129
+160
40
$15.6M 0.65%
252,615
+16,842
41
$15.3M 0.63%
273,154
+20,042
42
$14.5M 0.6%
54,962
+704
43
$13.9M 0.57%
32,255
-692
44
$13.7M 0.57%
30,734
+2,445
45
$13.1M 0.54%
159,053
+6,214
46
$12.9M 0.53%
102,736
+1,731
47
$12.8M 0.53%
167,208
-2,128
48
$12.8M 0.53%
35,476
+463
49
$12.8M 0.53%
148,617
+14,794
50
$11.6M 0.48%
284,160
+30,120
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