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
$9.86K﹤0.01% 213
-450
-68%
-$20.8K
$9.85K﹤0.01% 214
-12
-5%
-$552
$9.83K﹤0.01% 179
+28
+19%
+$1.54K
$9.82K﹤0.01% 274
+94
+52%
+$3.37K
$9.73K﹤0.01% 326
+102
+46%
+$3.04K
$9.72K﹤0.01% 1,111
-1,000
-47%
-$8.75K
$9.7K﹤0.01% 255
+27
+12%
+$1.03K
$9.68K﹤0.01% 141––
$9.59K﹤0.01% 295
+242
+457%
+$7.87K
$9.52K﹤0.01% 104
-38
-27%
-$3.48K
$9.51K﹤0.01% 1,157
+573
+98%
+$4.71K
$9.49K﹤0.01%
+969
 New
+$9.49K
$9.45K﹤0.01% 296
-55
-16%
-$1.76K
$9.44K﹤0.01% 440
+197
+81%
+$4.23K
$9.43K﹤0.01% 259––
$9.41K﹤0.01% 163––
$9.41K﹤0.01% 238––
$9.4K﹤0.01% 785
-4,259
-84%
-$51K
$9.38K﹤0.01% 52
+26
+100%
+$4.69K
$9.37K﹤0.01% 94
+15
+19%
+$1.5K
$9.35K﹤0.01% 193
+119
+161%
+$5.76K
$9.33K﹤0.01% 268
+111
+71%
+$3.86K
$9.32K﹤0.01% 244
-172
-41%
-$6.57K
$9.3K﹤0.01% 67
+2
+3%
+$278
$9.3K﹤0.01% 529
+500
+1,724%
+$8.79K
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