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
$8.68K﹤0.01% 76
-17
-18%
-$1.94K
$8.66K﹤0.01% 127
+13
+11%
+$886
$8.64K﹤0.01% 1,452––
$8.63K﹤0.01% 252––
$8.62K﹤0.01% 486
+88
+22%
+$1.56K
$8.62K﹤0.01% 122––
$8.6K﹤0.01% 103
-11
-10%
-$919
$8.56K﹤0.01% 258––
$8.49K﹤0.01% 173
+118
+215%
+$5.79K
$8.46K﹤0.01% 109
+77
+241%
+$5.98K
$8.42K﹤0.01% 38
-13
-25%
-$2.88K
$8.42K﹤0.01% 227––
$8.37K﹤0.01% 63
+14
+29%
+$1.86K
$8.34K﹤0.01% 231
-126
-35%
-$4.55K
$8.32K﹤0.01% 395
+364
+1,174%
+$7.66K
$8.29K﹤0.01% 277
-6
-2%
-$180
$8.28K﹤0.01% 333
+288
+640%
+$7.16K
$8.26K﹤0.01% 602
+555
+1,181%
+$7.61K
$8.26K﹤0.01% 240
+122
+103%
+$4.2K
$8.2K﹤0.01% 55
+30
+120%
+$4.47K
$8.2K﹤0.01% 194
+38
+24%
+$1.61K
$8.18K﹤0.01% 666
+303
+83%
+$3.72K
$8.13K﹤0.01% 311
+161
+107%
+$4.21K
$8.09K﹤0.01% 271
-5
-2%
-$149
$8.08K﹤0.01% 172
+97
+129%
+$4.55K
1 5354555657102