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

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
$7.84M0.23% 52,809
+1,796
+4%
+$267K
$7.52M0.22% 22,088
+15,832
+253%
+$5.39M
$7.46M0.22% 66,836
-861
-1%
-$96.2K
$7.35M0.21% 79,944
-4,105
-5%
-$377K
$7.2M0.21% 300,248
-62,459
-17%
-$1.5M
$7.13M0.21% 36,514
-7,921
-18%
-$1.55M
$6.63M0.19% 18,818
-678
-3%
-$239K
$6.61M0.19% 35,482
-2,104
-6%
-$392K
$6.57M0.19% 59,885
-1,132
-2%
-$124K
$6.48M0.19% 11,579
-26,787
-70%
-$15M
$6.46M0.19% 59,125
+3,843
+7%
+$420K
$6.43M0.19% 12,646
-1,296
-9%
-$658K
$6.39M0.18% 38,804
+1,282
+3%
+$211K
$6.32M0.18% 60,180
+7,198
+14%
+$756K
$6.32M0.18% 11,522
+346
+3%
+$190K
$6.29M0.18% 96,412
+4,873
+5%
+$318K
$6.05M0.18% 34,436
+2,448
+8%
+$430K
$6.03M0.17% 78,787
+257
+0.3%
+$19.7K
$5.99M0.17% 42,387
+3,078
+8%
+$435K
$5.97M0.17% 134,746
-3,416
-2%
-$151K
$5.95M0.17% 99,597
-9,583
-9%
-$573K
$5.89M0.17% 191,794
+22,142
+13%
+$680K
$5.86M0.17% 83,210
+5,776
+7%
+$407K
$5.72M0.17% 36,055
-1,952
-5%
-$310K
$5.7M0.16% 57,761
-49,609
-46%
-$4.9M