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
251
$623K 0.03%
2,895
+129
252
$614K 0.03%
7,608
-205
253
$592K 0.03%
3,816
+2,024
254
$592K 0.03%
42,318
255
$562K 0.03%
6,369
+254
256
$555K 0.03%
12,870
-5,581
257
$553K 0.03%
3,185
-989
258
$551K 0.03%
12,820
-1,512
259
$545K 0.02%
5,081
260
$537K 0.02%
6,615
+1,395
261
$536K 0.02%
6,452
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262
$515K 0.02%
4,475
-910
263
$496K 0.02%
8,683
+78
264
$491K 0.02%
453
-30
265
$487K 0.02%
4,654
+199
266
$482K 0.02%
10,100
-1,428
267
$482K 0.02%
4,056
-1,991
268
$474K 0.02%
+21,597
269
$473K 0.02%
21,428
-13,681
270
$469K 0.02%
9,955
+27
271
$457K 0.02%
10,453
-362
272
$441K 0.02%
6,196
+202
273
$441K 0.02%
7,099
+2,509
274
$430K 0.02%
1,901
+11
275
$418K 0.02%
6,353
+66
9 10
11
12 13