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
201
$1.52M 0.06%
11,981
+443
202
$1.52M 0.06%
4,075
-34
203
$1.47M 0.06%
16,842
+1,262
204
$1.4M 0.06%
26,578
-1,709
205
$1.39M 0.06%
9,552
+269
206
$1.38M 0.06%
25,286
-1,961
207
$1.36M 0.06%
22,666
-1,934
208
$1.35M 0.06%
21,829
-1,228
209
$1.31M 0.05%
8,671
+8,585
210
$1.27M 0.05%
18,062
+1,234
211
$1.27M 0.05%
12,314
+699
212
$1.25M 0.05%
5,423
+4,600
213
$1.24M 0.05%
12,662
+468
214
$1.23M 0.05%
25,276
-1,373
215
$1.23M 0.05%
25,536
+1,314
216
$1.21M 0.05%
49,071
+3,123
217
$1.21M 0.05%
15,041
-811
218
$1.19M 0.05%
13,923
-678
219
$1.18M 0.05%
3,517
+18
220
$1.17M 0.05%
32,137
-1,641
221
$1.16M 0.05%
3,804
-116
222
$1.13M 0.05%
13,653
-317
223
$1.1M 0.05%
21,924
-1,939
224
$1.04M 0.04%
3,240
-37
225
$1.03M 0.04%
16,717
-109
7 8
9
10 11