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
851
$7K ﹤0.01%
100
+77
852
$7K ﹤0.01%
1,258
-198
853
$7K ﹤0.01%
1,126
-70
854
$7K ﹤0.01%
45
-35
855
$7K ﹤0.01%
200
-6,392
856
$7K ﹤0.01%
141
+72
857
$7K ﹤0.01%
10,000
858
$7K ﹤0.01%
90
+3
859
$7K ﹤0.01%
191
+92
860
$7K ﹤0.01%
305
-77
861
$7K ﹤0.01%
254
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862
$7K ﹤0.01%
20
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863
$6K ﹤0.01%
220
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864
$6K ﹤0.01%
433
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865
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867
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$6K ﹤0.01%
101
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870
$6K ﹤0.01%
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871
$6K ﹤0.01%
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$6K ﹤0.01%
35
873
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70
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874
$6K ﹤0.01%
710
875
$6K ﹤0.01%
142
+101
33 34
35
36 37