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
101
$6.28M 0.26%
33,407
+1,033
102
$6.21M 0.26%
116,569
+4,869
103
$6.19M 0.26%
15,755
+133
104
$5.84M 0.24%
94,275
+1,927
105
$5.84M 0.24%
29,805
+1,002
106
$5.74M 0.24%
70,069
-2,329
107
$5.71M 0.24%
13,293
+204
108
$5.57M 0.23%
45,966
+640
109
$5.54M 0.23%
23,866
-51
110
$5.5M 0.23%
32,508
+521
111
$5.42M 0.22%
54,215
-562
112
$5.36M 0.22%
19,754
+8,462
113
$5.33M 0.22%
75,999
-524
114
$5.28M 0.22%
13,961
+1
115
$5.13M 0.21%
115,398
-150
116
$5.01M 0.21%
79,327
+4,054
117
$4.99M 0.21%
41,024
-30
118
$4.99M 0.21%
128,522
+2,180
119
$4.95M 0.2%
124,335
+4,275
120
$4.88M 0.2%
41,335
+191
121
$4.84M 0.2%
24,692
-443
122
$4.75M 0.2%
46,426
+1,513
123
$4.68M 0.19%
52,320
+3,303
124
$4.56M 0.19%
39,700
-340
125
$4.54M 0.19%
23,384
-380
3 4
5
6 7