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
$5.78K﹤0.01% 133
-38
-22%
-$1.65K
$5.77K﹤0.01% 330
-696
-68%
-$12.2K
$5.76K﹤0.01% 133
-265
-67%
-$11.5K
$5.76K﹤0.01% 585
+464
+383%
+$4.57K
$5.75K﹤0.01% 222
+166
+296%
+$4.3K
$5.75K﹤0.01%
+398
 New
+$5.75K
$5.75K﹤0.01% 215
+196
+1,032%
+$5.24K
$5.74K﹤0.01% 80––
$5.74K﹤0.01% 727––
$5.73K﹤0.01% 434
+419
+2,793%
+$5.54K
$5.71K﹤0.01% 210
+99
+89%
+$2.69K
$5.69K﹤0.01% 557
+140
+34%
+$1.43K
$5.69K﹤0.01% 112––
$5.68K﹤0.01% 154
+63
+69%
+$2.33K
$5.67K﹤0.01% 771
+14
+2%
+$103
$5.66K﹤0.01%
+301
 New
+$5.66K
$5.64K﹤0.01% 38
+18
+90%
+$2.67K
$5.63K﹤0.01% 707
+591
+509%
+$4.71K
$5.61K﹤0.01% 182
+23
+14%
+$709
$5.6K﹤0.01% 310
+163
+111%
+$2.94K
$5.59K﹤0.01% 136
-270
-67%
-$11.1K
$5.56K﹤0.01%
+152
 New
+$5.56K
$5.56K﹤0.01%
+83
 New
+$5.56K
$5.55K﹤0.01% 33––
$5.54K﹤0.01%
+134
 New
+$5.54K
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