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
1,412
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.04M
3
+$4.01M
4
FDX icon
FedEx
FDX
+$2.92M
5
JEMA icon
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
+$2.55M

Top Sells

1
+$3.6M
2
+$2.79M
3
+$2.51M
4
GEN icon
Gen Digital
GEN
+$1.83M
5
BBSC icon
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
+$1.71M

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
526
$35K ﹤0.01%
1,221
+514
527
$35K ﹤0.01%
489
+404
528
$35K ﹤0.01%
+9,300
529
$34K ﹤0.01%
255
-36
530
$33K ﹤0.01%
298
-88
531
$33K ﹤0.01%
103
-3
532
$32K ﹤0.01%
82
533
$32K ﹤0.01%
1,156
+494
534
$32K ﹤0.01%
276
-100
535
$31K ﹤0.01%
220
536
$31K ﹤0.01%
131
-2
537
$31K ﹤0.01%
+3,000
538
$30K ﹤0.01%
+114
539
$29K ﹤0.01%
37
-8
540
$29K ﹤0.01%
505
541
$29K ﹤0.01%
317
542
$29K ﹤0.01%
1,000
+12
543
$29K ﹤0.01%
317
544
$28K ﹤0.01%
396
+253
545
$28K ﹤0.01%
315
546
$27K ﹤0.01%
446
+109
547
$27K ﹤0.01%
438
-8
548
$27K ﹤0.01%
261
+9
549
$27K ﹤0.01%
165
550
$26K ﹤0.01%
723
+324
20 21
22
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