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
76
$8.69M 0.36%
49,584
+5,708
77
$8.65M 0.36%
76,919
-86
78
$8.62M 0.36%
38,364
+4,560
79
$8.42M 0.35%
57,394
+354
80
$8.38M 0.35%
18,638
+856
81
$8.36M 0.35%
24,218
+588
82
$8.29M 0.34%
250,864
-1,174
83
$8.13M 0.34%
29,004
-60
84
$8.04M 0.33%
85,131
+3,182
85
$8.01M 0.33%
43,966
+184
86
$7.95M 0.33%
34,757
+53
87
$7.87M 0.33%
88,229
+731
88
$7.52M 0.31%
126,563
+4,238
89
$7.44M 0.31%
53,299
+16
90
$7.36M 0.3%
43,508
+4,887
91
$7.18M 0.3%
34,072
+3,440
92
$7.03M 0.29%
47,294
+2,827
93
$6.89M 0.28%
112,784
+18,125
94
$6.82M 0.28%
72,395
+911
95
$6.8M 0.28%
31,085
+6,047
96
$6.76M 0.28%
92,609
+7,428
97
$6.44M 0.27%
33,490
+1,152
98
$6.4M 0.26%
28,815
+97
99
$6.38M 0.26%
108,356
-2,574
100
$6.29M 0.26%
84,758
+13,702
2 3
4
5 6