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
426
$76K ﹤0.01%
318
+138
427
$76K ﹤0.01%
2,100
428
$76K ﹤0.01%
2,847
+811
429
$76K ﹤0.01%
3,567
+720
430
$76K ﹤0.01%
250
-4,419
431
$75K ﹤0.01%
112
-5
432
$75K ﹤0.01%
3,261
433
$75K ﹤0.01%
386
434
$74K ﹤0.01%
1,000
435
$74K ﹤0.01%
1,000
436
$72K ﹤0.01%
1,958
-8
437
$72K ﹤0.01%
+3,000
438
$71K ﹤0.01%
1,507
439
$70K ﹤0.01%
683
440
$67K ﹤0.01%
823
-50
441
$67K ﹤0.01%
101
+1
442
$67K ﹤0.01%
700
443
$67K ﹤0.01%
466
444
$66K ﹤0.01%
210
+12
445
$65K ﹤0.01%
573
-36
446
$65K ﹤0.01%
1,523
447
$64K ﹤0.01%
790
+54
448
$64K ﹤0.01%
1,944
-328
449
$63K ﹤0.01%
640
+42
450
$63K ﹤0.01%
711
-69
16 17
18
19 20