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
501
$41K ﹤0.01%
568
+110
502
$41K ﹤0.01%
1,067
-86
503
$41K ﹤0.01%
+161
504
$41K ﹤0.01%
430
505
$41K ﹤0.01%
3,600
+662
506
$40K ﹤0.01%
716
+630
507
$40K ﹤0.01%
1,222
+45
508
$40K ﹤0.01%
1,131
+894
509
$40K ﹤0.01%
1,086
-23
510
$40K ﹤0.01%
540
+39
511
$40K ﹤0.01%
320
+267
512
$39K ﹤0.01%
370
513
$39K ﹤0.01%
227
514
$38K ﹤0.01%
226
515
$38K ﹤0.01%
375
516
$38K ﹤0.01%
220
-4
517
$37K ﹤0.01%
734
-196
518
$37K ﹤0.01%
326
+26
519
$37K ﹤0.01%
546
520
$36K ﹤0.01%
719
+584
521
$36K ﹤0.01%
265
+14
522
$35K ﹤0.01%
430
523
$35K ﹤0.01%
160
+113
524
$35K ﹤0.01%
812
+118
525
$35K ﹤0.01%
1,500
19 20
21
22 23