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
1001
$3K ﹤0.01%
+96
1002
$3K ﹤0.01%
72
+63
1003
$3K ﹤0.01%
54
+23
1004
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128
1005
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19
-5
1006
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51
+7
1007
$3K ﹤0.01%
48
1008
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20
-11
1009
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+54
1010
$2K ﹤0.01%
8,700
1011
$2K ﹤0.01%
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1012
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1013
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-12
1014
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+84
1015
$2K ﹤0.01%
8
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1017
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1018
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4
1019
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12
+3
1020
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24
1021
$2K ﹤0.01%
49
1022
$2K ﹤0.01%
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1023
$2K ﹤0.01%
+16
1024
$2K ﹤0.01%
22
+10
1025
$2K ﹤0.01%
20
39 40
41
42 43