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
51
$11.6M 0.48%
33,289
-262
52
$11.2M 0.46%
42,505
+3,092
53
$10.8M 0.45%
84,133
+7,741
54
$10.7M 0.44%
71,464
+57
55
$10.7M 0.44%
185,406
+20,636
56
$10.7M 0.44%
61,461
+5,941
57
$10.6M 0.44%
50,602
+5,768
58
$10.5M 0.44%
229,141
+5,908
59
$10.5M 0.43%
132,862
+866
60
$10.3M 0.43%
94,840
+11,086
61
$10.2M 0.42%
120,288
+1,280
62
$10.2M 0.42%
194,531
+15,290
63
$10.1M 0.42%
235,438
-10
64
$9.98M 0.41%
42,252
+355
65
$9.98M 0.41%
214,830
+19,116
66
$9.79M 0.4%
225,236
+2,781
67
$9.73M 0.4%
20,233
+1,740
68
$9.56M 0.4%
127,336
+3,089
69
$9.49M 0.39%
174,830
-5,368
70
$9.35M 0.39%
57,751
-5
71
$9.29M 0.38%
37,593
+1,255
72
$9.12M 0.38%
44,970
-1,823
73
$9.01M 0.37%
29,077
+741
74
$8.89M 0.37%
95,954
+1,355
75
$8.74M 0.36%
192,036
+2,011
1 2
3
4 5