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
351
$148K 0.01%
5,335
-125
352
$146K 0.01%
1,367
-137
353
$146K 0.01%
3,935
+435
354
$144K 0.01%
2,118
-294
355
$142K 0.01%
800
-304
356
$136K 0.01%
2,037
-550
357
$136K 0.01%
3,073
+955
358
$133K 0.01%
1,305
-324
359
$132K 0.01%
9,456
+908
360
$132K 0.01%
7,390
+245
361
$128K 0.01%
1,600
362
$127K 0.01%
1,747
+1,378
363
$127K 0.01%
2,500
-130
364
$126K 0.01%
534
+118
365
$125K 0.01%
1,971
+596
366
$125K 0.01%
+2,500
367
$124K 0.01%
5,003
-6,552
368
$124K 0.01%
791
-39
369
$123K 0.01%
1,809
+34
370
$123K 0.01%
3,501
+185
371
$120K 0.01%
1,704
+164
372
$119K 0.01%
1,365
-33
373
$119K 0.01%
493
+65
374
$118K 0.01%
1,417
+957
375
$117K 0.01%
6,922
-312
13 14
15
16 17