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
901
$6K ﹤0.01%
184
-125
902
$6K ﹤0.01%
43
+32
903
$6K ﹤0.01%
123
-16
904
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169
+129
905
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67
+26
906
$6K ﹤0.01%
235
-2
907
$6K ﹤0.01%
47
-9
908
$6K ﹤0.01%
2,225
909
$6K ﹤0.01%
152
+100
910
$6K ﹤0.01%
123
+109
911
$6K ﹤0.01%
25
+17
912
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144
+109
913
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205
+69
914
$6K ﹤0.01%
108
-45
915
$6K ﹤0.01%
127
+53
916
$6K ﹤0.01%
43
+12
917
$5K ﹤0.01%
269
+208
918
$5K ﹤0.01%
103
+7
919
$5K ﹤0.01%
47
920
$5K ﹤0.01%
26
+13
921
$5K ﹤0.01%
46
-27
922
$5K ﹤0.01%
119
+47
923
$5K ﹤0.01%
108
924
$5K ﹤0.01%
81
+8
925
$5K ﹤0.01%
73
+62
35 36
37
38 39