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
$3.3K﹤0.01% 129––
$3.3K﹤0.01%
+522
 New
+$3.3K
$3.3K﹤0.01% 27
+1
+4%
+$122
$3.29K﹤0.01% 164
+32
+24%
+$643
$3.28K﹤0.01% 2,064
+1,627
+372%
+$2.59K
$3.28K﹤0.01% 332
+1
+0.3%
+$10
$3.27K﹤0.01% 69
-22
-24%
-$1.04K
$3.27K﹤0.01% 215
-60
-22%
-$913
$3.27K﹤0.01% 76––
$3.25K﹤0.01% 93
-49
-35%
-$1.71K
$3.25K﹤0.01% 421
+151
+56%
+$1.17K
$3.25K﹤0.01% 104
+85
+447%
+$2.66K
$3.24K﹤0.01% 472
+215
+84%
+$1.48K
$3.23K﹤0.01% 65
+21
+48%
+$1.04K
$3.22K﹤0.01% 83
+65
+361%
+$2.52K
$3.2K﹤0.01% 54
+8
+17%
+$474
$3.19K﹤0.01% 73
+14
+24%
+$612
$3.17K﹤0.01% 97
+6
+7%
+$196
$3.17K﹤0.01%
+28
 New
+$3.17K
$3.17K﹤0.01% 360
+135
+60%
+$1.19K
$3.17K﹤0.01% 174
-189
-52%
-$3.44K
$3.17K﹤0.01% 387
+377
+3,770%
+$3.08K
$3.16K﹤0.01% 116
-82
-41%
-$2.24K
$3.13K﹤0.01% 164
-29
-15%
-$554
$3.12K﹤0.01% 72
+68
+1,700%
+$2.95K
1 6970717273102