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
$10.8K﹤0.01% 1,797
+830
+86%
+$5.01K
$10.8K﹤0.01% 622
+85
+16%
+$1.48K
$10.8K﹤0.01%
+210
 New
+$10.8K
$10.7K﹤0.01% 396
-126
-24%
-$3.4K
$10.7K﹤0.01% 434––
$10.7K﹤0.01% 129
-3
-2%
-$248
$10.6K﹤0.01% 484
+348
+256%
+$7.65K
$10.6K﹤0.01%
+398
 New
+$10.6K
$10.5K﹤0.01%
+290
 New
+$10.5K
$10.5K﹤0.01% 276
-54
-16%
-$2.06K
$10.5K﹤0.01% 100––
$10.4K﹤0.01% 206
-176
-46%
-$8.93K
$10.4K﹤0.01% 1,731
+1,497
+640%
+$9.01K
$10.4K﹤0.01% 381
+97
+34%
+$2.65K
$10.4K﹤0.01% 79
+1
+1%
+$131
$10.4K﹤0.01% 226
+126
+126%
+$5.78K
$10.3K﹤0.01% 153
+88
+135%
+$5.92K
$10.2K﹤0.01% 522––
$10.2K﹤0.01% 129
-8
-6%
-$631
$10.1K﹤0.01% 302
+225
+292%
+$7.53K
$10.1K﹤0.01% 391
+16
+4%
+$412
$10K﹤0.01% 153
-16
-9%
-$1.05K
$10K﹤0.01% 41
+15
+58%
+$3.66K
$9.91K﹤0.01% 189
+2
+1%
+$105
$9.91K﹤0.01% 513
+107
+26%
+$2.07K
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