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
901
$5K ﹤0.01%
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902
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903
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904
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905
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906
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907
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+242
908
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911
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95
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912
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+100
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107
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914
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369
915
$4K ﹤0.01%
57
-4,759
916
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917
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918
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919
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300
920
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15
+7
921
$4K ﹤0.01%
+177
922
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+56
923
$4K ﹤0.01%
126
924
$4K ﹤0.01%
+55
925
$4K ﹤0.01%
74
35 36
37
38 39