MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
+$12.5M
2
+$3.47M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$2.51M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.86M

Top Sells

1
+$4.69M
2
+$3.45M
3
+$2.86M
4
MU icon
Micron Technology
MU
+$2.2M
5
ROP icon
Roper Technologies
ROP
+$2.03M

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
$12K ﹤0.01%
105
+64
707
$12K ﹤0.01%
165
708
$11K ﹤0.01%
366
+164
709
$11K ﹤0.01%
88
+48
710
$11K ﹤0.01%
131
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711
$11K ﹤0.01%
33
+28
712
$11K ﹤0.01%
256
+69
713
$11K ﹤0.01%
51
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714
$11K ﹤0.01%
135
+59
715
$11K ﹤0.01%
39
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716
$11K ﹤0.01%
105
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717
$11K ﹤0.01%
153
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718
$11K ﹤0.01%
95
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719
$11K ﹤0.01%
26
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720
$11K ﹤0.01%
90
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721
$11K ﹤0.01%
204
+102
722
$11K ﹤0.01%
86
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723
$11K ﹤0.01%
430
-112
724
$11K ﹤0.01%
289
+5
725
$11K ﹤0.01%
235
+164
27 28
29
30 31