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
301
$301K 0.01%
2,845
-469
302
$299K 0.01%
2,131
-409
303
$292K 0.01%
2,457
+73
304
$286K 0.01%
15,686
-3,786
305
$280K 0.01%
4,592
-1,267
306
$278K 0.01%
1,040
-229
307
$275K 0.01%
2,065
+773
308
$269K 0.01%
1,365
+10
309
$269K 0.01%
2,618
+604
310
$263K 0.01%
3,744
+1,331
311
$251K 0.01%
4,222
+78
312
$251K 0.01%
5,779
-2,016
313
$249K 0.01%
4,986
+21
314
$245K 0.01%
9,100
315
$244K 0.01%
12,136
+225
316
$241K 0.01%
3,647
-793
317
$240K 0.01%
1,174
+219
318
$236K 0.01%
14,200
-14,557
319
$236K 0.01%
7,903
+521
320
$230K 0.01%
3,968
+2,468
321
$229K 0.01%
3,924
+2,087
322
$228K 0.01%
1,395
-245
323
$228K 0.01%
1,394
-508
324
$227K 0.01%
1,142
+413
325
$223K 0.01%
3,778
+1,650
11 12
13
14 15