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
776
$7K ﹤0.01%
161
+19
777
$7K ﹤0.01%
40
+5
778
$7K ﹤0.01%
559
779
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+168
780
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+151
781
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90
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782
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207
-31
783
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306
+233
784
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267
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785
$7K ﹤0.01%
+424
786
$7K ﹤0.01%
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787
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788
$7K ﹤0.01%
261
789
$7K ﹤0.01%
75
790
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791
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140
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$7K ﹤0.01%
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794
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167
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795
$7K ﹤0.01%
131
-3
796
$7K ﹤0.01%
174
797
$7K ﹤0.01%
133
798
$7K ﹤0.01%
464
799
$7K ﹤0.01%
86
-25
800
$7K ﹤0.01%
48
-7
30 31
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