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
626
$17K ﹤0.01%
71
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627
$17K ﹤0.01%
308
+20
628
$17K ﹤0.01%
569
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$16K ﹤0.01%
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630
$16K ﹤0.01%
147
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631
$16K ﹤0.01%
157
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632
$16K ﹤0.01%
270
633
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136
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634
$16K ﹤0.01%
155
635
$16K ﹤0.01%
133
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636
$16K ﹤0.01%
1,148
+1,056
637
$16K ﹤0.01%
171
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638
$16K ﹤0.01%
350
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639
$16K ﹤0.01%
39
640
$16K ﹤0.01%
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$15K ﹤0.01%
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643
$15K ﹤0.01%
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644
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$15K ﹤0.01%
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646
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127
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$15K ﹤0.01%
302
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648
$15K ﹤0.01%
348
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649
$15K ﹤0.01%
258
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650
$15K ﹤0.01%
+167
24 25
26
27 28