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
776
$9K ﹤0.01%
116
-36
777
$9K ﹤0.01%
219
+137
778
$9K ﹤0.01%
232
-42
779
$9K ﹤0.01%
139
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780
$9K ﹤0.01%
167
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781
$9K ﹤0.01%
28
+10
782
$9K ﹤0.01%
540
783
$9K ﹤0.01%
136
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784
$9K ﹤0.01%
86
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785
$9K ﹤0.01%
50
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786
$9K ﹤0.01%
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787
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788
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91
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789
$9K ﹤0.01%
+128
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$9K ﹤0.01%
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$8K ﹤0.01%
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795
$8K ﹤0.01%
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796
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28
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797
$8K ﹤0.01%
268
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798
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+127
799
$8K ﹤0.01%
200
800
$8K ﹤0.01%
98
+51
30 31
32
33 34