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
1151
$1K ﹤0.01%
+18
1152
$1K ﹤0.01%
15
1153
$1K ﹤0.01%
42
1154
$1K ﹤0.01%
+8
1155
$1K ﹤0.01%
+18
1156
$1K ﹤0.01%
11
1157
$1K ﹤0.01%
+6
1158
$1K ﹤0.01%
+10
1159
$1K ﹤0.01%
+4
1160
$1K ﹤0.01%
+15
1161
$1K ﹤0.01%
+155
1162
$1K ﹤0.01%
22
1163
$1K ﹤0.01%
17
1164
$1K ﹤0.01%
+36
1165
$1K ﹤0.01%
22
1166
$1K ﹤0.01%
36
1167
$1K ﹤0.01%
14
-7
1168
$1K ﹤0.01%
+52
1169
$1K ﹤0.01%
36
1170
$1K ﹤0.01%
76
1171
$1K ﹤0.01%
33
1172
$1K ﹤0.01%
+23
1173
$1K ﹤0.01%
24
+7
1174
$1K ﹤0.01%
13
1175
$1K ﹤0.01%
+64
45 46
47
48 49