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

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
$6.43K﹤0.01% 125
$6.42K﹤0.01% 384
+22
+6%
+$368
$6.4K﹤0.01% 264
+19
+8%
+$461
$6.38K﹤0.01% 96
+83
+638%
+$5.52K
$6.36K﹤0.01% 177
+25
+16%
+$898
$6.33K﹤0.01% 507
+472
+1,349%
+$5.9K
$6.33K﹤0.01% 661
+75
+13%
+$718
$6.32K﹤0.01% 282
+71
+34%
+$1.59K
$6.32K﹤0.01% 250
+95
+61%
+$2.4K
$6.31K﹤0.01% 160
+71
+80%
+$2.8K
$6.31K﹤0.01% 469
$6.3K﹤0.01% 494
+425
+616%
+$5.42K
$6.29K﹤0.01% 15
+5
+50%
+$2.1K
$6.28K﹤0.01% 546
+209
+62%
+$2.4K
$6.28K﹤0.01% 149
+83
+126%
+$3.5K
$6.28K﹤0.01% 655
+110
+20%
+$1.05K
$6.26K﹤0.01% 74
+17
+30%
+$1.44K
$6.23K﹤0.01% 720
-56
-7%
-$484
$6.22K﹤0.01% 62
+18
+41%
+$1.81K
$6.21K﹤0.01% 1,077
+413
+62%
+$2.38K
$6.18K﹤0.01% 218
+14
+7%
+$397
$6.18K﹤0.01% 207
+136
+192%
+$4.06K
$6.18K﹤0.01% 55
+17
+45%
+$1.91K
$6.15K﹤0.01% 1,221
-861
-41%
-$4.34K
$6.13K﹤0.01% 142
+71
+100%
+$3.07K