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
$264﹤0.01%
+10
New
+$264
$260﹤0.01% 17
$252﹤0.01% 3
-1
-25%
-$84
$252﹤0.01% 22
$246﹤0.01% 11
+6
+120%
+$134
$242﹤0.01% 11
$241﹤0.01% 7
$241﹤0.01% 6
$229﹤0.01% 8
$225﹤0.01% 9
-3
-25%
-$75
$223﹤0.01% 12
-102
-89%
-$1.9K
$220﹤0.01% 6
$220﹤0.01% 7
$219﹤0.01% 20
$212﹤0.01% 66
-39
-37%
-$125
$208﹤0.01% 4
$195﹤0.01% 13
$193﹤0.01% 29
-31
-52%
-$206
$178﹤0.01% 7
$174﹤0.01% 3
$168﹤0.01% 18
$164﹤0.01% 5
-23
-82%
-$754
$163﹤0.01%
+18
New
+$163
$155﹤0.01% 41
-141
-77%
-$533
$154﹤0.01% 9
-11
-55%
-$188