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
276
$417K 0.02%
8,668
-25,726
277
$406K 0.02%
1
278
$403K 0.02%
2,967
279
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280
$392K 0.02%
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281
$387K 0.02%
7,717
-37,928
282
$384K 0.02%
22,456
-1,325
283
$375K 0.02%
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-50
284
$360K 0.02%
14,480
-7,856
285
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3,185
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286
$356K 0.02%
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287
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288
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2,436
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289
$335K 0.02%
3,506
+21
290
$330K 0.02%
2,911
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291
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292
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293
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1,521
294
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2,904
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295
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2,552
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296
$309K 0.01%
6,137
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297
$309K 0.01%
6,790
-140
298
$308K 0.01%
3,873
-254
299
$304K 0.01%
6,836
+3,823
300
$304K 0.01%
3,870
-87
10 11
12
13 14