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
901
$6K ﹤0.01%
88
+60
902
$6K ﹤0.01%
212
+149
903
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101
+51
904
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+20
905
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713
-425
906
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35
907
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70
-3
908
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710
909
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142
+101
910
$6K ﹤0.01%
75
-2,417
911
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210
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912
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205
+69
913
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168
914
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108
-45
915
$6K ﹤0.01%
127
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916
$6K ﹤0.01%
43
+12
917
$5K ﹤0.01%
+6
918
$5K ﹤0.01%
19
+2
919
$5K ﹤0.01%
+189
920
$5K ﹤0.01%
+115
921
$5K ﹤0.01%
+64
922
$5K ﹤0.01%
87
+22
923
$5K ﹤0.01%
34
+17
924
$5K ﹤0.01%
+30
925
$5K ﹤0.01%
133
-10
35 36
37
38 39