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
276
$540K 0.02%
26,675
-366
277
$533K 0.02%
1,560
-30
278
$532K 0.02%
13,151
279
$522K 0.02%
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-158
280
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281
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21,400
-1,166
282
$513K 0.02%
10,597
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283
$504K 0.02%
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284
$498K 0.02%
1,817
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285
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1,920
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286
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3,996
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287
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14,635
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288
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289
$454K 0.02%
5,637
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290
$452K 0.02%
21,280
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291
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292
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293
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1,792
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294
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12,602
-1,369
295
$424K 0.02%
7,230
-75
296
$420K 0.02%
3,506
-41
297
$419K 0.02%
2,786
-145
298
$418K 0.02%
3,730
299
$417K 0.02%
2,075
+416
300
$416K 0.02%
2,487
-139
10 11
12
13 14