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
476
$54K ﹤0.01%
+1,000
477
$53K ﹤0.01%
2,666
478
$53K ﹤0.01%
503
-9
479
$52K ﹤0.01%
849
+18
480
$52K ﹤0.01%
198
+30
481
$51K ﹤0.01%
511
+264
482
$50K ﹤0.01%
167
483
$49K ﹤0.01%
1,188
+3
484
$49K ﹤0.01%
1,168
485
$49K ﹤0.01%
1,800
486
$48K ﹤0.01%
703
+443
487
$48K ﹤0.01%
663
+17
488
$48K ﹤0.01%
265
489
$47K ﹤0.01%
156
490
$47K ﹤0.01%
300
+44
491
$46K ﹤0.01%
+1,003
492
$46K ﹤0.01%
591
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493
$46K ﹤0.01%
814
+424
494
$45K ﹤0.01%
503
495
$45K ﹤0.01%
1,590
496
$44K ﹤0.01%
422
497
$43K ﹤0.01%
91
-1
498
$43K ﹤0.01%
699
-80
499
$43K ﹤0.01%
2,452
500
$41K ﹤0.01%
785
+594
18 19
20
21 22