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
476
$43K ﹤0.01%
1,298
+236
477
$43K ﹤0.01%
936
+52
478
$43K ﹤0.01%
551
-35
479
$42K ﹤0.01%
659
+6
480
$42K ﹤0.01%
1,800
481
$42K ﹤0.01%
703
-279
482
$42K ﹤0.01%
375
483
$42K ﹤0.01%
374
+39
484
$42K ﹤0.01%
158
+51
485
$41K ﹤0.01%
316
+23
486
$41K ﹤0.01%
411
-1,417
487
$40K ﹤0.01%
1,347
488
$40K ﹤0.01%
1,116
+736
489
$40K ﹤0.01%
495
+181
490
$39K ﹤0.01%
215
-85
491
$39K ﹤0.01%
1,000
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492
$39K ﹤0.01%
481
+21
493
$38K ﹤0.01%
422
494
$38K ﹤0.01%
1,498
-1,733
495
$37K ﹤0.01%
169
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496
$37K ﹤0.01%
178
-29
497
$37K ﹤0.01%
70
+37
498
$37K ﹤0.01%
936
499
$37K ﹤0.01%
837
+215
500
$37K ﹤0.01%
433
+68
18 19
20
21 22