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
$4.05K﹤0.01% 92
+82
+820%
+$3.61K
$4.04K﹤0.01% 12
+6
+100%
+$2.02K
$4.02K﹤0.01% 55
-11
-17%
-$805
$4.01K﹤0.01% 421––
$3.98K﹤0.01% 45
+14
+45%
+$1.24K
$3.96K﹤0.01% 125
+43
+52%
+$1.36K
$3.95K﹤0.01% 230
+44
+24%
+$755
$3.93K﹤0.01% 149
+9
+6%
+$237
$3.92K﹤0.01% 94
+78
+488%
+$3.25K
$3.91K﹤0.01% 346
+207
+149%
+$2.34K
$3.87K﹤0.01% 292
-190
-39%
-$2.52K
$3.86K﹤0.01% 123
+4
+3%
+$125
$3.85K﹤0.01% 266
-423
-61%
-$6.12K
$3.85K﹤0.01% 110
+107
+3,567%
+$3.74K
$3.85K﹤0.01% 150––
$3.85K﹤0.01% 33
+3
+10%
+$350
$3.84K﹤0.01% 162
+153
+1,700%
+$3.63K
$3.81K﹤0.01% 643
+567
+746%
+$3.36K
$3.8K﹤0.01% 1,031
+572
+125%
+$2.11K
$3.79K﹤0.01% 44––
$3.79K﹤0.01%
+224
 New
+$3.79K
$3.76K﹤0.01% 290
-81
-22%
-$1.05K
$3.76K﹤0.01% 176
+12
+7%
+$256
$3.76K﹤0.01% 97
+31
+47%
+$1.2K
$3.75K﹤0.01% 20––
1 6667686970102