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
776
$7K ﹤0.01%
+161
777
$7K ﹤0.01%
161
+19
778
$7K ﹤0.01%
40
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779
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559
780
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781
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90
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783
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207
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784
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306
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785
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267
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787
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788
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
75
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795
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796
$7K ﹤0.01%
131
-3
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$7K ﹤0.01%
174
798
$7K ﹤0.01%
133
799
$7K ﹤0.01%
464
800
$7K ﹤0.01%
86
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30 31
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