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
751
$8K ﹤0.01%
382
+175
752
$8K ﹤0.01%
86
+31
753
$8K ﹤0.01%
85
754
$8K ﹤0.01%
300
755
$8K ﹤0.01%
236
756
$8K ﹤0.01%
+54
757
$8K ﹤0.01%
131
-7
758
$8K ﹤0.01%
211
-1
759
$8K ﹤0.01%
300
-80
760
$8K ﹤0.01%
1,365
+1,109
761
$8K ﹤0.01%
+380
762
$8K ﹤0.01%
+215
763
$8K ﹤0.01%
+356
764
$8K ﹤0.01%
85
765
$7K ﹤0.01%
583
-30
766
$7K ﹤0.01%
487
-13
767
$7K ﹤0.01%
45
768
$7K ﹤0.01%
53
769
$7K ﹤0.01%
190
770
$7K ﹤0.01%
72
-36
771
$7K ﹤0.01%
85
772
$7K ﹤0.01%
+86
773
$7K ﹤0.01%
47
774
$7K ﹤0.01%
123
775
$7K ﹤0.01%
+161
29 30
31
32 33