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
501
$36K ﹤0.01%
427
+69
502
$36K ﹤0.01%
975
-1,627
503
$36K ﹤0.01%
2,155
+1,125
504
$36K ﹤0.01%
2,139
+1,399
505
$35K ﹤0.01%
188
+63
506
$35K ﹤0.01%
391
+101
507
$34K ﹤0.01%
907
-175
508
$34K ﹤0.01%
1,536
+723
509
$34K ﹤0.01%
1,116
+189
510
$34K ﹤0.01%
503
511
$34K ﹤0.01%
1,247
+11
512
$33K ﹤0.01%
960
+181
513
$33K ﹤0.01%
421
+65
514
$33K ﹤0.01%
928
+347
515
$32K ﹤0.01%
252
+100
516
$32K ﹤0.01%
654
+213
517
$32K ﹤0.01%
546
518
$32K ﹤0.01%
417
+36
519
$31K ﹤0.01%
1,176
+752
520
$31K ﹤0.01%
3,011
521
$31K ﹤0.01%
564
+114
522
$31K ﹤0.01%
430
-1,198
523
$30K ﹤0.01%
587
-131
524
$30K ﹤0.01%
92
+36
525
$30K ﹤0.01%
484
+88
19 20
21
22 23