MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
26
$20.9M 0.95%
693,649
+21,204
27
$19M 0.86%
197,556
+3,796
28
$18.8M 0.85%
468,924
-6,316
29
$18.7M 0.85%
74,408
+1,848
30
$17.9M 0.81%
106,965
-874
31
$17.8M 0.81%
64,571
+1,955
32
$17.3M 0.78%
473,860
+1,462
33
$17M 0.77%
448,369
+12,853
34
$17M 0.77%
1,399,840
+16,380
35
$15.8M 0.72%
33,669
-497
36
$15.6M 0.71%
28,357
-394
37
$15.4M 0.7%
327,780
+5,175
38
$15.2M 0.69%
185,921
+5,697
39
$14.4M 0.66%
79,416
+3,328
40
$13.5M 0.61%
99,433
+4,685
41
$13.1M 0.59%
305,037
-14,024
42
$13M 0.59%
300,147
+13,650
43
$12.9M 0.58%
135,160
+848
44
$12.6M 0.57%
145,921
+1,308
45
$12.5M 0.57%
168,310
-6,746
46
$12.4M 0.56%
+213,972
47
$12.2M 0.56%
39,840
-3,255
48
$12M 0.54%
128,201
+4,376
49
$11.8M 0.54%
54,102
+992
50
$11.5M 0.52%
56,837
+1,870
1
2
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