MPWT
MassMutual Private Wealth & Trust Portfolio holdings
AUM
$3.75B
1-Year Return
17.38%
This Quarter Return
-0.25%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$2.42B
AUM Growth
+$64.4M
(+2.7%)
Cap. Flow
+$76.9M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
1,410
New
170
Increased
398
Reduced
294
Closed
113
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$4.58M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.89M |
| 3 |
AbbVie
ABBV
|
+$3.81M |
| 4 |
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
|
+$2.47M |
| 5 |
FedEx
FDX
|
+$2.36M |
Top Sells
| 1 |
Biogen
BIIB
|
+$3.08M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$2.68M |
| 3 |
Amgen
AMGN
|
+$2.32M |
| 4 |
Gen Digital
GEN
|
+$1.78M |
| 5 |
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% |
