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
351
$155K 0.01%
287
-2
352
$154K 0.01%
+2,537
353
$153K 0.01%
7,362
+166
354
$153K 0.01%
527
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355
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2,526
-7
356
$151K 0.01%
918
357
$149K 0.01%
1,301
358
$148K 0.01%
2,244
+345
359
$146K 0.01%
4,585
-395
360
$146K 0.01%
1,080
-30
361
$145K 0.01%
1,956
-760
362
$145K 0.01%
2,630
363
$142K 0.01%
3,505
364
$140K 0.01%
2,037
-165
365
$137K 0.01%
4,163
-400
366
$132K 0.01%
2,664
367
$130K 0.01%
330
368
$125K 0.01%
1,146
-24
369
$122K 0.01%
928
370
$121K 0.01%
815
371
$121K 0.01%
1,891
+80
372
$121K 0.01%
786
-49
373
$120K 0.01%
+2,016
374
$120K 0.01%
363
+3
375
$119K ﹤0.01%
2,342
+1,122
13 14
15
16 17