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
126
$4.48M 0.19%
76,089
+4,265
127
$4.27M 0.18%
30,361
+2,270
128
$4.25M 0.18%
43,664
-973
129
$4.25M 0.18%
119,499
-35,520
130
$4.13M 0.17%
202,548
+10,044
131
$4.09M 0.17%
12,780
+603
132
$4.02M 0.17%
6,463
+68
133
$3.96M 0.16%
78,655
-219
134
$3.96M 0.16%
22,067
+905
135
$3.84M 0.16%
26,609
+1,386
136
$3.82M 0.16%
54,148
-308
137
$3.73M 0.15%
8,775
-82
138
$3.72M 0.15%
1,567
+115
139
$3.7M 0.15%
46,734
-1,482
140
$3.69M 0.15%
76,190
+5,710
141
$3.53M 0.15%
18,370
+5,254
142
$3.51M 0.15%
63,149
+2,088
143
$3.49M 0.14%
49,206
+587
144
$3.49M 0.14%
51,501
+2,451
145
$3.42M 0.14%
37,722
-105
146
$3.33M 0.14%
70,394
+52,272
147
$3.17M 0.13%
60,933
-21,277
148
$3.1M 0.13%
15,470
+138
149
$3.1M 0.13%
34,767
+1,782
150
$3.09M 0.13%
104,747
+14,595
4 5
6
7 8