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
326
$211K 0.01%
7,636
+2,925
327
$209K 0.01%
3,372
+382
328
$204K 0.01%
17,207
+400
329
$203K 0.01%
2,840
+120
330
$201K 0.01%
2,031
-434
331
$200K 0.01%
1,291
-55
332
$200K 0.01%
907
+57
333
$199K 0.01%
738
+103
334
$193K 0.01%
+4,767
335
$191K 0.01%
4,477
-1,013
336
$189K 0.01%
9,857
337
$185K 0.01%
5,750
-1,145
338
$184K 0.01%
893
-136
339
$183K 0.01%
2,426
-3,181
340
$178K 0.01%
2,264
341
$178K 0.01%
849
-52
342
$174K 0.01%
11,314
-7,087
343
$171K 0.01%
1,878
+342
344
$166K 0.01%
1,114
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345
$162K 0.01%
3,835
-860
346
$159K 0.01%
+5,104
347
$152K 0.01%
4,064
+2,867
348
$152K 0.01%
1,459
+829
349
$151K 0.01%
1,249
-2,382
350
$150K 0.01%
3,720
+742
12 13
14
15 16