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
676
$12K ﹤0.01%
9
-2
677
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42
678
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188
+151
679
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20
680
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681
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35
682
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200
683
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38
684
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61
685
$11K ﹤0.01%
888
686
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91
687
$11K ﹤0.01%
641
-243
688
$11K ﹤0.01%
149
+59
689
$11K ﹤0.01%
779
690
$11K ﹤0.01%
139
691
$11K ﹤0.01%
87
+37
692
$11K ﹤0.01%
34
693
$11K ﹤0.01%
+489
694
$11K ﹤0.01%
267
695
$11K ﹤0.01%
361
-121
696
$11K ﹤0.01%
56
-7
697
$11K ﹤0.01%
21
698
$11K ﹤0.01%
95
699
$10K ﹤0.01%
30
-4
700
$10K ﹤0.01%
199
26 27
28
29 30