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
$12.8K﹤0.01% 377
-9
-2%
-$305
$12.8K﹤0.01% 114
+39
+52%
+$4.37K
$12.7K﹤0.01% 456
+193
+73%
+$5.38K
$12.7K﹤0.01% 165
+156
+1,733%
+$12K
$12.6K﹤0.01% 198
-50
-20%
-$3.19K
$12.6K﹤0.01% 664
-19
-3%
-$361
$12.6K﹤0.01% 157
+58
+59%
+$4.66K
$12.6K﹤0.01% 636
-4,506
-88%
-$89.1K
$12.6K﹤0.01% 319
+141
+79%
+$5.56K
$12.6K﹤0.01% 67
+23
+52%
+$4.31K
$12.5K﹤0.01% 237––
$12.5K﹤0.01% 431
+334
+344%
+$9.68K
$12.4K﹤0.01% 83
+6
+8%
+$900
$12.4K﹤0.01% 150
+35
+30%
+$2.91K
$12.4K﹤0.01% 1,181
+591
+100%
+$6.22K
$12.4K﹤0.01% 204
-150
-42%
-$9.13K
$12.4K﹤0.01% 270
+9
+3%
+$414
$12.4K﹤0.01% 767
+345
+82%
+$5.57K
$12.4K﹤0.01% 409
+361
+752%
+$10.9K
$12.3K﹤0.01% 1,168
+227
+24%
+$2.4K
$12.3K﹤0.01% 56
+26
+87%
+$5.72K
$12.3K﹤0.01% 238
+133
+127%
+$6.87K
$12.3K﹤0.01% 211
-22
-9%
-$1.28K
$12.2K﹤0.01% 633
+208
+49%
+$4K
$12.2K﹤0.01% 1,000––
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