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
+$12.5M
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
751
$10K ﹤0.01%
109
+40
752
$10K ﹤0.01%
404
753
$10K ﹤0.01%
186
754
$10K ﹤0.01%
729
+195
755
$10K ﹤0.01%
78
+44
756
$10K ﹤0.01%
55
-428
757
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144
+4
758
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52
+25
759
$10K ﹤0.01%
189
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760
$10K ﹤0.01%
51
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761
$10K ﹤0.01%
247
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762
$10K ﹤0.01%
63
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763
$10K ﹤0.01%
209
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764
$10K ﹤0.01%
314
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765
$10K ﹤0.01%
251
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766
$9K ﹤0.01%
97
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767
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768
$9K ﹤0.01%
421
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769
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132
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770
$9K ﹤0.01%
566
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771
$9K ﹤0.01%
111
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772
$9K ﹤0.01%
204
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773
$9K ﹤0.01%
71
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774
$9K ﹤0.01%
335
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775
$9K ﹤0.01%
91
+3
29 30
31
32 33