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
451
$62K ﹤0.01%
+445
452
$62K ﹤0.01%
685
+126
453
$60K ﹤0.01%
1,069
454
$60K ﹤0.01%
500
455
$60K ﹤0.01%
451
+60
456
$59K ﹤0.01%
1,152
+38
457
$59K ﹤0.01%
152
-2
458
$58K ﹤0.01%
227
-5
459
$58K ﹤0.01%
732
-18
460
$57K ﹤0.01%
381
461
$57K ﹤0.01%
1,120
-995
462
$57K ﹤0.01%
929
+450
463
$57K ﹤0.01%
93
-6
464
$57K ﹤0.01%
435
+8
465
$57K ﹤0.01%
288
466
$56K ﹤0.01%
+4,000
467
$56K ﹤0.01%
422
-10
468
$56K ﹤0.01%
236
-182
469
$56K ﹤0.01%
3,000
470
$56K ﹤0.01%
440
-1
471
$56K ﹤0.01%
677
-598
472
$55K ﹤0.01%
133
-12
473
$55K ﹤0.01%
1,000
-193
474
$54K ﹤0.01%
897
+57
475
$54K ﹤0.01%
+141
17 18
19
20 21