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
726
$11K ﹤0.01%
27
+8
727
$11K ﹤0.01%
185
+101
728
$11K ﹤0.01%
709
+204
729
$11K ﹤0.01%
170
+45
730
$11K ﹤0.01%
167
-96
731
$11K ﹤0.01%
160
+97
732
$11K ﹤0.01%
675
+181
733
$11K ﹤0.01%
+212
734
$11K ﹤0.01%
439
+388
735
$11K ﹤0.01%
130
+63
736
$11K ﹤0.01%
917
-235
737
$11K ﹤0.01%
459
+34
738
$11K ﹤0.01%
163
+42
739
$11K ﹤0.01%
497
740
$11K ﹤0.01%
174
+109
741
$11K ﹤0.01%
345
-12
742
$10K ﹤0.01%
62
+6
743
$10K ﹤0.01%
1,350
744
$10K ﹤0.01%
154
+93
745
$10K ﹤0.01%
25
-5
746
$10K ﹤0.01%
302
+174
747
$10K ﹤0.01%
222
+93
748
$10K ﹤0.01%
61
+7
749
$10K ﹤0.01%
907
-893
750
$10K ﹤0.01%
109
+40