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
151
$3.01M 0.12%
13,736
+10,755
152
$2.95M 0.12%
18,742
+202
153
$2.91M 0.12%
14,856
+1,000
154
$2.9M 0.12%
70,973
+33,621
155
$2.87M 0.12%
22,462
+2,254
156
$2.77M 0.11%
10,441
+492
157
$2.76M 0.11%
39,142
+142
158
$2.64M 0.11%
25,096
+11,317
159
$2.63M 0.11%
32,696
+326
160
$2.55M 0.11%
11,661
+8,832
161
$2.52M 0.1%
52,256
-2,622
162
$2.5M 0.1%
18,229
+1,032
163
$2.49M 0.1%
45,658
+8,133
164
$2.42M 0.1%
13,965
+406
165
$2.41M 0.1%
5,949
+63
166
$2.34M 0.1%
43,077
+4,074
167
$2.34M 0.1%
26,660
-2,355
168
$2.3M 0.1%
29,725
-16
169
$2.28M 0.09%
15,253
+560
170
$2.23M 0.09%
37,981
+4,519
171
$2.22M 0.09%
31,631
-1,660
172
$2.22M 0.09%
38,870
+12,356
173
$2.22M 0.09%
23,396
+1,130
174
$2.15M 0.09%
7,547
+89
175
$2.13M 0.09%
10,031
-10,925
5 6
7
8 9