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
1076
$2K ﹤0.01%
17
1077
$2K ﹤0.01%
53
1078
$2K ﹤0.01%
10
-6
1079
$2K ﹤0.01%
25
+12
1080
$2K ﹤0.01%
67
-20
1081
$2K ﹤0.01%
96
-26
1082
$2K ﹤0.01%
23
1083
$2K ﹤0.01%
+52
1084
$2K ﹤0.01%
59
1085
$2K ﹤0.01%
40
1086
$2K ﹤0.01%
100
1087
$2K ﹤0.01%
43
-54
1088
$2K ﹤0.01%
41
1089
$2K ﹤0.01%
21
-49
1090
$2K ﹤0.01%
28
1091
$2K ﹤0.01%
+36
1092
$2K ﹤0.01%
40
1093
$2K ﹤0.01%
+91
1094
$2K ﹤0.01%
106
1095
$2K ﹤0.01%
14
-29
1096
$2K ﹤0.01%
7
1097
$2K ﹤0.01%
45
1098
$2K ﹤0.01%
35
+25
1099
$2K ﹤0.01%
130
+3
1100
$2K ﹤0.01%
+79
42 43
44
45 46