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
801
$7K ﹤0.01%
+320
802
$7K ﹤0.01%
+60
803
$7K ﹤0.01%
167
+15
804
$7K ﹤0.01%
131
-3
805
$7K ﹤0.01%
174
806
$7K ﹤0.01%
133
807
$7K ﹤0.01%
464
808
$7K ﹤0.01%
86
-25
809
$6K ﹤0.01%
64
810
$6K ﹤0.01%
96
811
$6K ﹤0.01%
+25
812
$6K ﹤0.01%
42
813
$6K ﹤0.01%
+70
814
$6K ﹤0.01%
33
815
$6K ﹤0.01%
100
816
$6K ﹤0.01%
65
817
$6K ﹤0.01%
15
+3
818
$6K ﹤0.01%
50
819
$6K ﹤0.01%
+70
820
$6K ﹤0.01%
156
821
$6K ﹤0.01%
+100
822
$6K ﹤0.01%
19
-11
823
$6K ﹤0.01%
177
+162
824
$6K ﹤0.01%
65
-20
825
$6K ﹤0.01%
73
31 32
33
34 35