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
1026
$4K ﹤0.01%
116
+75
1027
$4K ﹤0.01%
40
-5
1028
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18
+11
1029
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64
-14
1030
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160
+122
1031
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87
+51
1032
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+56
1033
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200
1034
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32
+27
1035
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+241
1036
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151
+85
1037
$4K ﹤0.01%
155
-209
1038
$4K ﹤0.01%
99
1039
$4K ﹤0.01%
35
+9
1040
$4K ﹤0.01%
94
-1
1041
$4K ﹤0.01%
98
1042
$4K ﹤0.01%
17
-4
1043
$4K ﹤0.01%
85
1044
$3K ﹤0.01%
50
+37
1045
$3K ﹤0.01%
45
+27
1046
$3K ﹤0.01%
+92
1047
$3K ﹤0.01%
108
-30
1048
$3K ﹤0.01%
47
+39
1049
$3K ﹤0.01%
+138
1050
$3K ﹤0.01%
27
+20
40 41
42
43 44