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
$5.54K﹤0.01% 46––
$5.54K﹤0.01% 323––
$5.53K﹤0.01%
+340
 New
+$5.53K
$5.51K﹤0.01% 159
+67
+73%
+$2.32K
$5.51K﹤0.01% 129
+5
+4%
+$214
$5.5K﹤0.01% 428
+405
+1,761%
+$5.2K
$5.49K﹤0.01% 194
+24
+14%
+$679
$5.47K﹤0.01% 144
+125
+658%
+$4.75K
$5.46K﹤0.01% 208
+17
+9%
+$447
$5.46K﹤0.01% 46––
$5.45K﹤0.01% 179
+165
+1,179%
+$5.03K
$5.45K﹤0.01% 144
+99
+220%
+$3.74K
$5.42K﹤0.01%
+568
 New
+$5.42K
$5.4K﹤0.01%
+106
 New
+$5.4K
$5.36K﹤0.01% 238
+113
+90%
+$2.54K
$5.34K﹤0.01% 1,355
+724
+115%
+$2.85K
$5.34K﹤0.01% 132
-71
-35%
-$2.87K
$5.34K﹤0.01% 142
-71
-33%
-$2.67K
$5.32K﹤0.01% 118
-8
-6%
-$361
$5.3K﹤0.01% 310
+277
+839%
+$4.74K
$5.3K﹤0.01% 564
+439
+351%
+$4.12K
$5.28K﹤0.01% 165
+112
+211%
+$3.58K
$5.24K﹤0.01% 509
+358
+237%
+$3.69K
$5.24K﹤0.01% 288
+174
+153%
+$3.16K
$5.24K﹤0.01% 48
+36
+300%
+$3.93K
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