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
+$12.4M
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
901
$6K ﹤0.01%
123
-16
902
$6K ﹤0.01%
169
+129
903
$6K ﹤0.01%
67
+26
904
$6K ﹤0.01%
235
-2
905
$6K ﹤0.01%
713
-425
906
$6K ﹤0.01%
35
907
$6K ﹤0.01%
70
-3
908
$6K ﹤0.01%
710
909
$6K ﹤0.01%
142
+101
910
$6K ﹤0.01%
75
-2,417
911
$6K ﹤0.01%
210
+117
912
$6K ﹤0.01%
205
+69
913
$6K ﹤0.01%
168
914
$6K ﹤0.01%
108
-45
915
$6K ﹤0.01%
127
+53
916
$6K ﹤0.01%
43
+12
917
$5K ﹤0.01%
26
+13
918
$5K ﹤0.01%
47
919
$5K ﹤0.01%
46
-27
920
$5K ﹤0.01%
119
+47
921
$5K ﹤0.01%
108
922
$5K ﹤0.01%
81
+8
923
$5K ﹤0.01%
73
+62
924
$5K ﹤0.01%
108
-65
925
$5K ﹤0.01%
337
+80
35 36
37
38 39