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
376
$118K ﹤0.01%
1,732
-133
377
$118K ﹤0.01%
5,357
+139
378
$117K ﹤0.01%
7,284
-7,281
379
$116K ﹤0.01%
2,242
+3
380
$115K ﹤0.01%
680
+6
381
$114K ﹤0.01%
1,453
+557
382
$114K ﹤0.01%
592
383
$113K ﹤0.01%
1,806
384
$112K ﹤0.01%
4,865
-623
385
$111K ﹤0.01%
1,765
386
$111K ﹤0.01%
902
387
$111K ﹤0.01%
1,796
-62
388
$110K ﹤0.01%
456
+8
389
$109K ﹤0.01%
1,551
+41
390
$108K ﹤0.01%
622
391
$108K ﹤0.01%
13,396
392
$106K ﹤0.01%
1,839
393
$106K ﹤0.01%
1,081
+9
394
$106K ﹤0.01%
2,247
395
$105K ﹤0.01%
1,001
-2,002
396
$100K ﹤0.01%
1,320
+327
397
$99K ﹤0.01%
1,814
398
$99K ﹤0.01%
353
+1
399
$98K ﹤0.01%
234
400
$95K ﹤0.01%
3,209
-1,149
14 15
16
17 18