MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.75B
This Quarter Return
-1.74%
1 Year Return
+17.38%
3 Year Return
+70.76%
5 Year Return
+114.84%
10 Year Return
–
AUM
$3.46B
AUM Growth
-$107M
Cap. Flow
+$842K
Cap. Flow %
0.02%
Top 10 Hldgs %
28.46%
Holding
2,569
New
234
Increased
1,232
Reduced
556
Closed
182

Top Buys

1
$15.1M
2
$5.39M
3
$5.22M
4
$4.91M
5
$4.82M

Top Sells

1
$20.9M
2
$15M
3
$9.96M
4
$6.49M
5
$6.43M

Sector Composition

1Technology20.46%
2Financials11.31%
3Consumer Discretionary8.3%
4Healthcare7.7%
5Industrials7.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$13.4K﹤0.01% 275
+151
+122%
+$7.38K
$13.4K﹤0.01% 171
-24
-12%
-$1.88K
$13.4K﹤0.01% 555
+98
+21%
+$2.37K
$13.4K﹤0.01% 4,680––
$13.3K﹤0.01% 113
+12
+12%
+$1.42K
$13.3K﹤0.01% 104
+45
+76%
+$5.77K
$13.3K﹤0.01% 365
+168
+85%
+$6.13K
$13.2K﹤0.01% 126
+40
+47%
+$4.21K
$13.2K﹤0.01% 297
-240
-45%
-$10.7K
$13.2K﹤0.01%
+378
 New
+$13.2K
$13.2K﹤0.01% 2,500
+400
+19%
+$2.12K
$13.2K﹤0.01% 182
+14
+8%
+$1.01K
$13.1K﹤0.01% 205
+204
+20,400%
+$13.1K
$13.1K﹤0.01% 821
+9
+1%
+$144
$13.1K﹤0.01% 336
+35
+12%
+$1.37K
$13.1K﹤0.01% 669
+211
+46%
+$4.13K
$13.1K﹤0.01% 436
-51
-10%
-$1.53K
$13K﹤0.01% 94
+46
+96%
+$6.34K
$12.9K﹤0.01%
+486
 New
+$12.9K
$12.9K﹤0.01% 1,185––
$12.9K﹤0.01% 44
+14
+47%
+$4.11K
$12.9K﹤0.01% 158
+119
+305%
+$9.72K
$12.9K﹤0.01% 390––
$12.9K﹤0.01% 196
+31
+19%
+$2.04K
$12.8K﹤0.01% 100
+14
+16%
+$1.79K
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