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
1201
$1K ﹤0.01%
+6
1202
$1K ﹤0.01%
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1203
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1204
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1205
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+155
1206
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1207
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1208
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1209
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1210
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36
1211
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14
-7
1212
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1213
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36
1214
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76
1215
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33
1216
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+23
1217
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24
+7
1218
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13
1219
$1K ﹤0.01%
+64
1220
$1K ﹤0.01%
5
1221
$1K ﹤0.01%
44
1222
$1K ﹤0.01%
39
1223
$1K ﹤0.01%
33
+19
1224
$1K ﹤0.01%
+27
1225
$1K ﹤0.01%
23
+13
47 48
49
50 51