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
751
$10K ﹤0.01%
404
752
$10K ﹤0.01%
186
753
$10K ﹤0.01%
729
+195
754
$10K ﹤0.01%
78
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755
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55
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756
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144
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757
$10K ﹤0.01%
52
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758
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189
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759
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51
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760
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243
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761
$10K ﹤0.01%
45
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63
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$10K ﹤0.01%
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764
$10K ﹤0.01%
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765
$10K ﹤0.01%
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766
$9K ﹤0.01%
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768
$9K ﹤0.01%
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769
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770
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$9K ﹤0.01%
204
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773
$9K ﹤0.01%
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774
$9K ﹤0.01%
335
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775
$9K ﹤0.01%
91
+3
29 30
31
32 33