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
551
$26K ﹤0.01%
587
+3
552
$26K ﹤0.01%
723
+324
553
$25K ﹤0.01%
175
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554
$25K ﹤0.01%
1,525
-475
555
$25K ﹤0.01%
148
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556
$25K ﹤0.01%
1,800
557
$25K ﹤0.01%
306
558
$25K ﹤0.01%
+501
559
$25K ﹤0.01%
1,174
-48
560
$24K ﹤0.01%
247
561
$24K ﹤0.01%
69
562
$24K ﹤0.01%
478
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563
$24K ﹤0.01%
714
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564
$24K ﹤0.01%
122
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565
$24K ﹤0.01%
39
566
$24K ﹤0.01%
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$24K ﹤0.01%
143
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569
$24K ﹤0.01%
200
570
$24K ﹤0.01%
1,120
-128
571
$23K ﹤0.01%
37
+6
572
$23K ﹤0.01%
98
-3
573
$23K ﹤0.01%
1,293
+42
574
$23K ﹤0.01%
550
575
$22K ﹤0.01%
518
21 22
23
24 25