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
1051
$2K ﹤0.01%
20
-11
1052
$2K ﹤0.01%
21
1053
$2K ﹤0.01%
94
+54
1054
$2K ﹤0.01%
13
-4
1055
$2K ﹤0.01%
28
+17
1056
$2K ﹤0.01%
+122
1057
$2K ﹤0.01%
+21
1058
$2K ﹤0.01%
22
-15
1059
$2K ﹤0.01%
17
1060
$2K ﹤0.01%
49
+19
1061
$2K ﹤0.01%
67
-62
1062
$2K ﹤0.01%
52
+20
1063
$2K ﹤0.01%
285
1064
$2K ﹤0.01%
+64
1065
$2K ﹤0.01%
14
1066
$2K ﹤0.01%
26
1067
$2K ﹤0.01%
112
-38
1068
$2K ﹤0.01%
+61
1069
$2K ﹤0.01%
43
+22
1070
$2K ﹤0.01%
21
1071
$2K ﹤0.01%
13
1072
$2K ﹤0.01%
+9
1073
$2K ﹤0.01%
12
1074
$2K ﹤0.01%
25
1075
$2K ﹤0.01%
9
+5
41 42
43
44 45