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
551
$26K ﹤0.01%
587
+3
552
$26K ﹤0.01%
513
+22
553
$25K ﹤0.01%
1,174
-48
554
$25K ﹤0.01%
+501
555
$25K ﹤0.01%
306
556
$25K ﹤0.01%
1,800
557
$25K ﹤0.01%
148
+119
558
$25K ﹤0.01%
1,525
-475
559
$25K ﹤0.01%
175
-7
560
$24K ﹤0.01%
1,120
-128
561
$24K ﹤0.01%
200
562
$24K ﹤0.01%
143
-19
563
$24K ﹤0.01%
756
+88
564
$24K ﹤0.01%
262
-10
565
$24K ﹤0.01%
39
566
$24K ﹤0.01%
122
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567
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714
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568
$24K ﹤0.01%
478
-3
569
$24K ﹤0.01%
69
570
$24K ﹤0.01%
247
571
$23K ﹤0.01%
550
572
$23K ﹤0.01%
1,293
+42
573
$23K ﹤0.01%
98
-3
574
$23K ﹤0.01%
37
+6
575
$22K ﹤0.01%
165
+13
21 22
23
24 25