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
976
$4K ﹤0.01%
84
+81
977
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42
978
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41
+11
979
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115
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980
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26
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981
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47
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982
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983
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137
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98
-702
985
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5
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986
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987
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46
988
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121
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989
$4K ﹤0.01%
96
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990
$4K ﹤0.01%
234
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$4K ﹤0.01%
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141
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993
$4K ﹤0.01%
223
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$4K ﹤0.01%
30
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995
$4K ﹤0.01%
540
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996
$4K ﹤0.01%
189
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997
$4K ﹤0.01%
13
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998
$4K ﹤0.01%
14
+4
999
$4K ﹤0.01%
1,074
+981
1000
$4K ﹤0.01%
94
+56
38 39
40
41 42