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
176
$2.1M 0.09%
28,463
-46
177
$2.06M 0.09%
15,961
+2,214
178
$1.99M 0.08%
3,260
+215
179
$1.97M 0.08%
109,637
+5,946
180
$1.91M 0.08%
88,243
+5,869
181
$1.9M 0.08%
80,385
-31,765
182
$1.79M 0.07%
16,307
+3,297
183
$1.76M 0.07%
12,324
-582
184
$1.72M 0.07%
18,060
-432
185
$1.71M 0.07%
10,192
+402
186
$1.71M 0.07%
14,942
187
$1.68M 0.07%
7,740
+974
188
$1.67M 0.07%
53,538
-1,345
189
$1.67M 0.07%
64,431
+3,010
190
$1.66M 0.07%
10,387
+12
191
$1.63M 0.07%
9,385
+334
192
$1.59M 0.07%
29,934
+1,965
193
$1.59M 0.07%
117,264
+8,327
194
$1.59M 0.07%
112,034
+10,387
195
$1.58M 0.07%
4,429
+56
196
$1.56M 0.06%
36,884
+1,561
197
$1.56M 0.06%
24,239
-26,174
198
$1.55M 0.06%
30,501
-10,682
199
$1.54M 0.06%
11,064
+479
200
$1.54M 0.06%
12,036
+1,023
6 7
8
9 10