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
701
$12K ﹤0.01%
118
702
$12K ﹤0.01%
793
-40
703
$12K ﹤0.01%
+100
704
$12K ﹤0.01%
163
-10
705
$12K ﹤0.01%
101
+37
706
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105
+64
707
$12K ﹤0.01%
165
708
$11K ﹤0.01%
153
+102
709
$11K ﹤0.01%
95
+35
710
$11K ﹤0.01%
26
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711
$11K ﹤0.01%
90
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712
$11K ﹤0.01%
204
+102
713
$11K ﹤0.01%
86
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714
$11K ﹤0.01%
430
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715
$11K ﹤0.01%
289
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$11K ﹤0.01%
235
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717
$11K ﹤0.01%
27
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$11K ﹤0.01%
185
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719
$11K ﹤0.01%
709
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720
$11K ﹤0.01%
170
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721
$11K ﹤0.01%
167
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722
$11K ﹤0.01%
160
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723
$11K ﹤0.01%
675
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724
$11K ﹤0.01%
+212
725
$11K ﹤0.01%
439
+388
27 28
29
30 31