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
1051
$2K ﹤0.01%
+61
1052
$2K ﹤0.01%
43
+22
1053
$2K ﹤0.01%
21
1054
$2K ﹤0.01%
13
1055
$2K ﹤0.01%
+9
1056
$2K ﹤0.01%
12
1057
$2K ﹤0.01%
25
1058
$2K ﹤0.01%
9
+5
1059
$2K ﹤0.01%
17
1060
$2K ﹤0.01%
53
1061
$2K ﹤0.01%
10
-6
1062
$2K ﹤0.01%
25
+12
1063
$2K ﹤0.01%
67
-20
1064
$2K ﹤0.01%
96
-26
1065
$2K ﹤0.01%
23
1066
$2K ﹤0.01%
+52
1067
$2K ﹤0.01%
59
1068
$2K ﹤0.01%
40
1069
$2K ﹤0.01%
100
1070
$2K ﹤0.01%
43
-54
1071
$2K ﹤0.01%
41
1072
$2K ﹤0.01%
21
-49
1073
$2K ﹤0.01%
28
1074
$2K ﹤0.01%
+36
1075
$2K ﹤0.01%
40
41 42
43
44 45