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
976
$3K ﹤0.01%
101
-29
977
$3K ﹤0.01%
+37
978
$3K ﹤0.01%
+34
979
$3K ﹤0.01%
49
+6
980
$3K ﹤0.01%
44
981
$3K ﹤0.01%
134
-78
982
$3K ﹤0.01%
+100
983
$3K ﹤0.01%
155
+118
984
$3K ﹤0.01%
60
985
$3K ﹤0.01%
204
+114
986
$3K ﹤0.01%
+96
987
$3K ﹤0.01%
72
+63
988
$3K ﹤0.01%
54
+23
989
$3K ﹤0.01%
128
990
$3K ﹤0.01%
19
-5
991
$3K ﹤0.01%
51
+8
992
$3K ﹤0.01%
48
993
$3K ﹤0.01%
+16
994
$3K ﹤0.01%
28
+8
995
$3K ﹤0.01%
33
996
$3K ﹤0.01%
33
997
$3K ﹤0.01%
40
998
$3K ﹤0.01%
19
999
$3K ﹤0.01%
109
1000
$3K ﹤0.01%
78
38 39
40
41 42