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
401
$90K ﹤0.01%
2,273
+30
402
$89K ﹤0.01%
404
+4
403
$88K ﹤0.01%
4,512
+597
404
$87K ﹤0.01%
3,514
-105
405
$87K ﹤0.01%
100
-70
406
$86K ﹤0.01%
2,414
+457
407
$85K ﹤0.01%
496
+21
408
$85K ﹤0.01%
2,203
+1,767
409
$84K ﹤0.01%
647
+42
410
$84K ﹤0.01%
1,482
-19
411
$83K ﹤0.01%
2,750
+800
412
$83K ﹤0.01%
3,114
-13,513
413
$83K ﹤0.01%
772
+90
414
$83K ﹤0.01%
1,150
-117
415
$81K ﹤0.01%
560
-543
416
$81K ﹤0.01%
696
+131
417
$80K ﹤0.01%
825
418
$79K ﹤0.01%
13,396
419
$77K ﹤0.01%
1,072
-36,839
420
$76K ﹤0.01%
835
+192
421
$76K ﹤0.01%
950
-1,532
422
$74K ﹤0.01%
+579
423
$74K ﹤0.01%
1,438
-10
424
$74K ﹤0.01%
3,673
+285
425
$74K ﹤0.01%
255
-21
15 16
17
18 19