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
676
$12K ﹤0.01%
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677
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678
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679
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682
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684
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685
$11K ﹤0.01%
361
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686
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-7
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95
689
$11K ﹤0.01%
888
690
$11K ﹤0.01%
91
691
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641
-243
692
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149
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779
694
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139
695
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87
+37
696
$11K ﹤0.01%
34
697
$11K ﹤0.01%
+489
698
$11K ﹤0.01%
267
699
$10K ﹤0.01%
30
-4
700
$10K ﹤0.01%
199
26 27
28
29 30