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
601
$18K ﹤0.01%
73
+34
602
$18K ﹤0.01%
56
+11
603
$18K ﹤0.01%
750
604
$18K ﹤0.01%
242
+78
605
$18K ﹤0.01%
227
+43
606
$18K ﹤0.01%
289
+71
607
$18K ﹤0.01%
167
-20
608
$17K ﹤0.01%
163
+88
609
$17K ﹤0.01%
197
-36
610
$17K ﹤0.01%
456
+139
611
$17K ﹤0.01%
98
+36
612
$17K ﹤0.01%
175
613
$17K ﹤0.01%
1,065
+354
614
$17K ﹤0.01%
573
+54
615
$17K ﹤0.01%
160
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616
$17K ﹤0.01%
78
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617
$17K ﹤0.01%
201
+51
618
$17K ﹤0.01%
274
+117
619
$17K ﹤0.01%
242
+118
620
$17K ﹤0.01%
450
-82
621
$17K ﹤0.01%
51
+3
622
$17K ﹤0.01%
291
+56
623
$17K ﹤0.01%
558
+420
624
$17K ﹤0.01%
185
-411
625
$17K ﹤0.01%
+1,488
23 24
25
26 27