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
576
$21K ﹤0.01%
19
+3
577
$21K ﹤0.01%
+100
578
$21K ﹤0.01%
106
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579
$21K ﹤0.01%
644
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$21K ﹤0.01%
718
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581
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282
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582
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583
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413
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584
$20K ﹤0.01%
347
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585
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188
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586
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587
$19K ﹤0.01%
70
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588
$19K ﹤0.01%
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589
$19K ﹤0.01%
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$19K ﹤0.01%
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264
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288
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101
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595
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596
$18K ﹤0.01%
312
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597
$18K ﹤0.01%
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598
$18K ﹤0.01%
782
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599
$18K ﹤0.01%
267
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600
$18K ﹤0.01%
736
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22 23
24
25 26