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
1126
$1K ﹤0.01%
+40
1127
$1K ﹤0.01%
+13
1128
$1K ﹤0.01%
+51
1129
$1K ﹤0.01%
13
1130
$1K ﹤0.01%
+23
1131
$1K ﹤0.01%
35
-20
1132
$1K ﹤0.01%
+15
1133
$1K ﹤0.01%
27
1134
$1K ﹤0.01%
26
-114
1135
$1K ﹤0.01%
24
1136
$1K ﹤0.01%
+12
1137
$1K ﹤0.01%
11
-19
1138
$1K ﹤0.01%
+39
1139
$1K ﹤0.01%
47
-59
1140
$1K ﹤0.01%
+28
1141
$1K ﹤0.01%
57
+11
1142
$1K ﹤0.01%
10
-7
1143
$1K ﹤0.01%
+15
1144
$1K ﹤0.01%
+30
1145
$1K ﹤0.01%
+29
1146
$1K ﹤0.01%
+13
1147
$1K ﹤0.01%
311
1148
$1K ﹤0.01%
40
1149
$1K ﹤0.01%
+105
1150
$1K ﹤0.01%
+50
44 45
46
47 48