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
726
$11K ﹤0.01%
130
+63
727
$11K ﹤0.01%
917
-235
728
$11K ﹤0.01%
459
+34
729
$11K ﹤0.01%
163
+42
730
$11K ﹤0.01%
497
731
$11K ﹤0.01%
174
+109
732
$11K ﹤0.01%
345
-12
733
$11K ﹤0.01%
366
+164
734
$11K ﹤0.01%
88
+48
735
$11K ﹤0.01%
131
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736
$11K ﹤0.01%
33
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737
$11K ﹤0.01%
256
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738
$11K ﹤0.01%
51
+7
739
$11K ﹤0.01%
135
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740
$11K ﹤0.01%
39
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741
$11K ﹤0.01%
105
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742
$10K ﹤0.01%
62
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743
$10K ﹤0.01%
1,350
744
$10K ﹤0.01%
154
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745
$10K ﹤0.01%
25
-5
746
$10K ﹤0.01%
302
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747
$10K ﹤0.01%
222
+93
748
$10K ﹤0.01%
61
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749
$10K ﹤0.01%
907
-893
750
$10K ﹤0.01%
109
+40
28 29
30
31 32