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
676
$13K ﹤0.01%
105
677
$13K ﹤0.01%
83
+32
678
$13K ﹤0.01%
715
+383
679
$13K ﹤0.01%
173
+52
680
$13K ﹤0.01%
1,133
+395
681
$13K ﹤0.01%
204
+49
682
$13K ﹤0.01%
120
-39
683
$13K ﹤0.01%
+140
684
$13K ﹤0.01%
250
+162
685
$13K ﹤0.01%
105
-3
686
$13K ﹤0.01%
213
+19
687
$12K ﹤0.01%
189
+80
688
$12K ﹤0.01%
1,161
+161
689
$12K ﹤0.01%
1,005
+84
690
$12K ﹤0.01%
131
-303
691
$12K ﹤0.01%
42
+22
692
$12K ﹤0.01%
442
-95
693
$12K ﹤0.01%
131
+60
694
$12K ﹤0.01%
102
695
$12K ﹤0.01%
354
+333
696
$12K ﹤0.01%
457
+125
697
$12K ﹤0.01%
79
+47
698
$12K ﹤0.01%
146
-25
699
$12K ﹤0.01%
142
+88
700
$12K ﹤0.01%
+93
26 27
28
29 30