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
$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
576
$22K ﹤0.01%
609
577
$22K ﹤0.01%
157
-12
578
$22K ﹤0.01%
165
+13
579
$22K ﹤0.01%
99
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$22K ﹤0.01%
660
-65
581
$22K ﹤0.01%
45
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582
$22K ﹤0.01%
447
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583
$22K ﹤0.01%
1,258
584
$22K ﹤0.01%
+1,000
585
$21K ﹤0.01%
+450
586
$21K ﹤0.01%
264
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587
$21K ﹤0.01%
29
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588
$21K ﹤0.01%
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589
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1,000
590
$21K ﹤0.01%
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591
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1,235
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450
594
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311
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$20K ﹤0.01%
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596
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148
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597
$20K ﹤0.01%
97
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598
$20K ﹤0.01%
345
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599
$20K ﹤0.01%
257
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600
$20K ﹤0.01%
181
-7
22 23
24
25 26