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
1001
$4K ﹤0.01%
183
-8
1002
$4K ﹤0.01%
107
1003
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+42
1004
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146
+98
1005
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300
1006
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93
+48
1007
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148
+4
1008
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157
+104
1009
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20
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1010
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1011
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24
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86
+54
1014
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25
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1015
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1016
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27
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1018
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114
1019
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40
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1020
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301
+83
1021
$4K ﹤0.01%
74
+62
1022
$4K ﹤0.01%
132
+106
1023
$4K ﹤0.01%
97
+37
1024
$4K ﹤0.01%
56
-11
1025
$4K ﹤0.01%
52
-25
39 40
41
42 43