MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
226
$1.03M 0.04%
16,410
+826
227
$1.02M 0.04%
18,000
228
$1.02M 0.04%
15,921
-2,952
229
$1.02M 0.04%
4,987
-98
230
$981K 0.04%
16,582
+1,401
231
$971K 0.04%
7,833
-167
232
$959K 0.04%
7,224
+787
233
$925K 0.04%
18,054
+6,156
234
$921K 0.04%
76,035
235
$890K 0.04%
11,245
-16
236
$883K 0.04%
6,785
-555
237
$881K 0.04%
8,149
-649
238
$876K 0.04%
11,162
-275
239
$871K 0.04%
10,470
-135
240
$853K 0.04%
2,900
+173
241
$830K 0.03%
16,610
-1,577
242
$815K 0.03%
12,069
-753
243
$814K 0.03%
7,901
244
$811K 0.03%
6,301
-289
245
$810K 0.03%
31,143
+1,689
246
$810K 0.03%
5,177
+85
247
$791K 0.03%
8,036
+1,119
248
$777K 0.03%
44,874
+672
249
$769K 0.03%
3,723
+330
250
$764K 0.03%
2,985
+243
8 9
10
11 12