MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1101
$2K ﹤0.01%
+106
1102
$2K ﹤0.01%
+81
1103
$2K ﹤0.01%
36
1104
$2K ﹤0.01%
42
-28
1105
$2K ﹤0.01%
8,700
1106
$2K ﹤0.01%
3
1107
$1K ﹤0.01%
24
1108
$1K ﹤0.01%
+16
1109
$1K ﹤0.01%
+8
1110
$1K ﹤0.01%
23
-109
1111
$1K ﹤0.01%
+16
1112
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+19
1113
$1K ﹤0.01%
22
1114
$1K ﹤0.01%
36
1115
$1K ﹤0.01%
14
-7
1116
$1K ﹤0.01%
+52
1117
$1K ﹤0.01%
36
1118
$1K ﹤0.01%
11
1119
$1K ﹤0.01%
+5
1120
$1K ﹤0.01%
+51
1121
$1K ﹤0.01%
90
-179
1122
$1K ﹤0.01%
+50
1123
$1K ﹤0.01%
51
+50
1124
$1K ﹤0.01%
+20
1125
$1K ﹤0.01%
+22
43 44
45
46 47