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
$8.04K﹤0.01% 302
+167
+124%
+$4.45K
$8K﹤0.01% 113
-197
-64%
-$13.9K
$7.99K﹤0.01% 72
+19
+36%
+$2.11K
$7.98K﹤0.01% 41
-7
-15%
-$1.36K
$7.95K﹤0.01%
+223
 New
+$7.95K
$7.92K﹤0.01% 74
-99
-57%
-$10.6K
$7.91K﹤0.01% 262
+29
+12%
+$875
$7.87K﹤0.01% 855
-28,534
-97%
-$263K
$7.86K﹤0.01% 134
+68
+103%
+$3.99K
$7.85K﹤0.01% 1,054
+816
+343%
+$6.08K
$7.83K﹤0.01%
+356
 New
+$7.83K
$7.82K﹤0.01% 121
+52
+75%
+$3.36K
$7.8K﹤0.01%
+1,100
 New
+$7.8K
$7.78K﹤0.01% 79
+27
+52%
+$2.66K
$7.77K﹤0.01% 66
+46
+230%
+$5.42K
$7.72K﹤0.01% 103
+30
+41%
+$2.25K
$7.72K﹤0.01% 192
+76
+66%
+$3.05K
$7.68K﹤0.01% 230
+187
+435%
+$6.24K
$7.66K﹤0.01% 273
+5
+2%
+$140
$7.63K﹤0.01%
+108
 New
+$7.63K
$7.63K﹤0.01% 341
+216
+173%
+$4.83K
$7.59K﹤0.01% 86
+40
+87%
+$3.53K
$7.57K﹤0.01% 85
+72
+554%
+$6.42K
$7.57K﹤0.01% 325
-75
-19%
-$1.75K
$7.55K﹤0.01% 31
-35
-53%
-$8.52K
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