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
451
$57K ﹤0.01%
527
-14,778
452
$57K ﹤0.01%
1,710
453
$56K ﹤0.01%
466
-103
454
$56K ﹤0.01%
1,507
455
$56K ﹤0.01%
795
+204
456
$55K ﹤0.01%
1,425
+149
457
$55K ﹤0.01%
1,549
+31
458
$54K ﹤0.01%
1,131
+19
459
$53K ﹤0.01%
237
-37
460
$53K ﹤0.01%
682
-53
461
$53K ﹤0.01%
646
+154
462
$53K ﹤0.01%
366
-93
463
$53K ﹤0.01%
1,681
-88
464
$50K ﹤0.01%
876
465
$50K ﹤0.01%
1,551
-8
466
$49K ﹤0.01%
145
+13
467
$48K ﹤0.01%
716
+363
468
$48K ﹤0.01%
603
469
$46K ﹤0.01%
224
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470
$46K ﹤0.01%
1,151
+11
471
$46K ﹤0.01%
747
+423
472
$45K ﹤0.01%
188
+67
473
$45K ﹤0.01%
781
+566
474
$44K ﹤0.01%
1,069
475
$43K ﹤0.01%
103
+30
17 18
19
20 21