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
326
$272K 0.01%
2,530
+546
327
$258K 0.01%
4,140
-37
328
$255K 0.01%
9,493
+601
329
$253K 0.01%
9,703
+498
330
$253K 0.01%
9,061
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331
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6,364
-12
332
$246K 0.01%
9,857
333
$245K 0.01%
11,070
-980
334
$241K 0.01%
2,926
-163
335
$232K 0.01%
1,490
336
$213K 0.01%
760
+45
337
$207K 0.01%
4,462
+1,998
338
$197K 0.01%
5,414
-51
339
$191K 0.01%
956
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340
$185K 0.01%
1,476
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341
$180K 0.01%
614
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$174K 0.01%
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343
$173K 0.01%
7,858
344
$168K 0.01%
1,109
-63
345
$164K 0.01%
3,861
346
$164K 0.01%
1,600
347
$164K 0.01%
2,336
+529
348
$160K 0.01%
667
+40
349
$159K 0.01%
967
+256
350
$157K 0.01%
1,471
+506
12 13
14
15 16