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
601
$20K ﹤0.01%
1,000
602
$19K ﹤0.01%
67
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603
$19K ﹤0.01%
1,100
-4,200
604
$19K ﹤0.01%
+4,824
605
$19K ﹤0.01%
459
-1
606
$19K ﹤0.01%
+105
607
$18K ﹤0.01%
46
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608
$18K ﹤0.01%
294
609
$18K ﹤0.01%
992
+886
610
$18K ﹤0.01%
285
+247
611
$18K ﹤0.01%
335
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612
$18K ﹤0.01%
792
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$17K ﹤0.01%
1,495
+884
614
$17K ﹤0.01%
583
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615
$17K ﹤0.01%
55
616
$17K ﹤0.01%
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$17K ﹤0.01%
103
618
$17K ﹤0.01%
186
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619
$17K ﹤0.01%
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620
$17K ﹤0.01%
190
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621
$16K ﹤0.01%
93
-37
622
$16K ﹤0.01%
+300
623
$16K ﹤0.01%
90
624
$16K ﹤0.01%
917
625
$16K ﹤0.01%
497
23 24
25
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