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
76
$7.99M 0.36%
38,434
+2,621
77
$7.75M 0.35%
34,623
+96
78
$7.7M 0.35%
39,503
+1,762
79
$7.46M 0.34%
39,728
+76
80
$7.3M 0.33%
110,556
+4,217
81
$7.25M 0.33%
14,811
-571
82
$7.18M 0.33%
94,900
-4,394
83
$7.16M 0.33%
177,425
-328
84
$7.13M 0.32%
41,827
+185
85
$7.01M 0.32%
80,283
+356
86
$6.86M 0.31%
154,590
+67,950
87
$6.86M 0.31%
106,571
-24,908
88
$6.84M 0.31%
56,140
+762
89
$6.8M 0.31%
70,559
-1,594
90
$6.79M 0.31%
110,142
+8,644
91
$6.77M 0.31%
45,361
-793
92
$6.77M 0.31%
41,896
-1,030
93
$6.74M 0.31%
127,911
+3,272
94
$6.66M 0.3%
211,161
-54,222
95
$6.66M 0.3%
65,032
+255
96
$6.64M 0.3%
96,034
+245
97
$6.63M 0.3%
89,024
-713
98
$6.36M 0.29%
94,397
+1,380
99
$6.31M 0.29%
43,658
+3,064
100
$6.01M 0.27%
88,331
-7,394
2 3
4
5 6