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
1051
$3K ﹤0.01%
44
+20
1052
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57
1053
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86
1054
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69
-28
1055
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554
1056
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1057
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+89
1058
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89
+66
1059
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112
+86
1060
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117
+110
1061
$3K ﹤0.01%
97
-9
1062
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+195
1063
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57
+44
1064
$3K ﹤0.01%
+70
1065
$3K ﹤0.01%
34
-50
1066
$3K ﹤0.01%
+419
1067
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1068
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21
-9
1069
$3K ﹤0.01%
66
+56
1070
$3K ﹤0.01%
172
-7
1071
$3K ﹤0.01%
16
-8
1072
$3K ﹤0.01%
+53
1073
$3K ﹤0.01%
85
+45
1074
$3K ﹤0.01%
26
+6
1075
$3K ﹤0.01%
+209
41 42
43
44 45