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
751
$8K ﹤0.01%
95
752
$8K ﹤0.01%
+25
753
$8K ﹤0.01%
370
+170
754
$8K ﹤0.01%
86
+31
755
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85
756
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300
757
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236
758
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131
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759
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760
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150
-40
761
$8K ﹤0.01%
1,365
+1,109
762
$8K ﹤0.01%
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763
$8K ﹤0.01%
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764
$8K ﹤0.01%
+356
765
$8K ﹤0.01%
85
766
$7K ﹤0.01%
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767
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$7K ﹤0.01%
45
769
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53
770
$7K ﹤0.01%
190
771
$7K ﹤0.01%
72
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772
$7K ﹤0.01%
85
773
$7K ﹤0.01%
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774
$7K ﹤0.01%
47
775
$7K ﹤0.01%
123
29 30
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32 33