MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.1M
3
+$3.02M
4
CRWD icon
CrowdStrike
CRWD
+$2.26M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.76M

Top Sells

1
+$4.17M
2
+$3.13M
3
+$2.65M
4
MU icon
Micron Technology
MU
+$1.9M
5
ROP icon
Roper Technologies
ROP
+$1.8M

Sector Composition

1 Technology 15.64%
2 Healthcare 10.65%
3 Financials 10.5%
4 Consumer Discretionary 9.09%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$836K 0.04%
27,186
-5,878
227
$828K 0.04%
11,644
-2,020
228
$819K 0.04%
14,077
+320
229
$812K 0.04%
+16,088
230
$810K 0.04%
7,604
-3,940
231
$809K 0.04%
8,427
+8,377
232
$808K 0.04%
18,361
+5,974
233
$807K 0.04%
+32,477
234
$801K 0.04%
+25,581
235
$781K 0.04%
11,662
+197
236
$765K 0.03%
4,338
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237
$764K 0.03%
10,689
-1,129
238
$758K 0.03%
14,902
-774
239
$757K 0.03%
4,193
+240
240
$757K 0.03%
124,135
241
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3,056
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242
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13,114
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243
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43,204
-48,814
244
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19,092
-3,969
245
$705K 0.03%
16,772
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246
$677K 0.03%
5,566
+234
247
$664K 0.03%
11,718
-3,003
248
$655K 0.03%
28,961
-438
249
$631K 0.03%
5,017
+73
250
$625K 0.03%
13,191
-2,903
8 9
10
11 12