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
$2.87K﹤0.01%
+168
New
+$2.87K
$2.87K﹤0.01% 178
$2.85K﹤0.01% 134
-326
-71%
-$6.94K
$2.85K﹤0.01%
+272
New
+$2.85K
$2.85K﹤0.01% 615
-315
-34%
-$1.46K
$2.85K﹤0.01% 309
+149
+93%
+$1.37K
$2.84K﹤0.01% 449
-118,025
-100%
-$747K
$2.82K﹤0.01% 78
-93
-54%
-$3.37K
$2.82K﹤0.01% 48
+1
+2%
+$59
$2.81K﹤0.01% 43
+21
+95%
+$1.37K
$2.8K﹤0.01% 117
+105
+875%
+$2.52K
$2.78K﹤0.01%
+111
New
+$2.78K
$2.77K﹤0.01% 23
+16
+229%
+$1.93K
$2.76K﹤0.01% 252
+30
+14%
+$328
$2.74K﹤0.01% 139
+121
+672%
+$2.39K
$2.74K﹤0.01% 297
-331
-53%
-$3.05K
$2.73K﹤0.01% 34
$2.72K﹤0.01% 14
+6
+75%
+$1.17K
$2.72K﹤0.01% 44
+3
+7%
+$185
$2.71K﹤0.01% 152
+127
+508%
+$2.27K
$2.7K﹤0.01% 1
-1
-50%
-$2.7K
$2.68K﹤0.01%
+83
New
+$2.68K
$2.68K﹤0.01%
+159
New
+$2.68K
$2.67K﹤0.01% 46
-1
-2%
-$58
$2.66K﹤0.01%
+588
New
+$2.66K