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
526
$35K ﹤0.01%
1,221
+514
527
$35K ﹤0.01%
489
+404
528
$35K ﹤0.01%
+9,300
529
$34K ﹤0.01%
255
-36
530
$33K ﹤0.01%
103
-3
531
$33K ﹤0.01%
298
-88
532
$32K ﹤0.01%
276
-100
533
$32K ﹤0.01%
1,156
+494
534
$32K ﹤0.01%
82
535
$31K ﹤0.01%
+3,000
536
$31K ﹤0.01%
131
-2
537
$31K ﹤0.01%
220
538
$30K ﹤0.01%
+114
539
$29K ﹤0.01%
317
540
$29K ﹤0.01%
505
541
$29K ﹤0.01%
37
-8
542
$29K ﹤0.01%
1,000
+12
543
$29K ﹤0.01%
317
544
$28K ﹤0.01%
315
545
$28K ﹤0.01%
396
+253
546
$27K ﹤0.01%
165
547
$27K ﹤0.01%
261
+9
548
$27K ﹤0.01%
438
-8
549
$27K ﹤0.01%
446
+109
550
$26K ﹤0.01%
513
+22
20 21
22
23 24