MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
51
$11.4M 0.52%
28,344
+1,511
52
$11.3M 0.51%
31,380
-5,000
53
$10.9M 0.49%
42,177
-16,218
54
$10.7M 0.49%
262,921
+4,365
55
$10.7M 0.49%
66,805
-2,583
56
$10.5M 0.48%
134,276
+6,399
57
$10.3M 0.47%
235,099
-546
58
$10.2M 0.46%
126,102
+1,643
59
$10.1M 0.46%
342,724
-1,684
60
$10M 0.45%
228,071
+5,916
61
$9.85M 0.45%
42,900
+1,042
62
$9.83M 0.45%
68,042
+3,313
63
$9.8M 0.44%
281,163
+7,159
64
$9.59M 0.44%
26,751
-3,318
65
$9.52M 0.43%
155,920
-4,387
66
$9.48M 0.43%
20,071
+401
67
$9.32M 0.42%
24,124
-1,104
68
$9.09M 0.41%
34,264
+4,399
69
$9.01M 0.41%
343,362
+67,210
70
$8.98M 0.41%
31,578
-28
71
$8.91M 0.4%
54,006
+7,881
72
$8.29M 0.38%
170,582
+10,749
73
$8.26M 0.37%
73,614
-2,483
74
$8.18M 0.37%
95,043
+5,846
75
$8.1M 0.37%
85,888
+4,358
1 2
3
4 5