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
251
$742K 0.03%
6,467
+750
252
$740K 0.03%
5,097
+218
253
$737K 0.03%
6,565
-400
254
$722K 0.03%
46,674
+4,167
255
$719K 0.03%
12,352
+952
256
$717K 0.03%
47,713
+4,639
257
$714K 0.03%
4,531
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258
$706K 0.03%
25,933
+1,404
259
$701K 0.03%
30,700
260
$678K 0.03%
7,050
-15,318
261
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17,455
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262
$667K 0.03%
8,775
-11,931
263
$652K 0.03%
5,837
-1,199
264
$651K 0.03%
545
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265
$651K 0.03%
5,462
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266
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8,121
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268
$621K 0.03%
24,530
-70,202
269
$611K 0.03%
4,090
270
$596K 0.02%
3,993
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271
$589K 0.02%
5,298
+56
272
$588K 0.02%
3,270
-558
273
$585K 0.02%
2,945
-554
274
$546K 0.02%
3,974
-942
275
$543K 0.02%
2,471
-123
9 10
11
12 13