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
$11.5K﹤0.01% 91
+44
+94%
+$5.57K
$11.5K﹤0.01% 1,000
+976
+4,067%
+$11.2K
$11.4K﹤0.01% 10,000––
$11.4K﹤0.01% 306
+230
+303%
+$8.55K
$11.3K﹤0.01% 567
+216
+62%
+$4.32K
$11.3K﹤0.01% 470
+83
+21%
+$2K
$11.3K﹤0.01% 97
+47
+94%
+$5.47K
$11.3K﹤0.01% 60
+6
+11%
+$1.13K
$11.3K﹤0.01% 396
+29
+8%
+$825
$11.3K﹤0.01% 226
+75
+50%
+$3.74K
$11.3K﹤0.01% 1,270––
$11.2K﹤0.01% 351
+254
+262%
+$8.14K
$11.2K﹤0.01% 1,378
+28
+2%
+$228
$11.2K﹤0.01%
+1,014
 New
+$11.2K
$11.2K﹤0.01% 215
-26
-11%
-$1.35K
$11.2K﹤0.01% 124
+6
+5%
+$540
$11.2K﹤0.01% 106
+74
+231%
+$7.79K
$11K﹤0.01% 549
+120
+28%
+$2.41K
$11K﹤0.01% 432
-8,615
-95%
-$220K
$11K﹤0.01% 106
+20
+23%
+$2.08K
$11K﹤0.01% 575
+261
+83%
+$4.99K
$11K﹤0.01% 132
+107
+428%
+$8.9K
$11K﹤0.01% 304
+269
+769%
+$9.71K
$10.9K﹤0.01% 161
-125
-44%
-$8.47K
$10.9K﹤0.01% 393––
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