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
+$12.5M
2
+$3.47M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$2.51M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.86M

Top Sells

1
+$4.69M
2
+$3.45M
3
+$2.86M
4
MU icon
Micron Technology
MU
+$2.2M
5
ROP icon
Roper Technologies
ROP
+$2.03M

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
1076
$3K ﹤0.01%
49
-11
1077
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119
-50
1078
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196
+1
1079
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362
+187
1080
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22
+9
1081
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36
+28
1082
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64
+28
1083
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222
+29
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49
+10
1085
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+98
1086
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137
+122
1087
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23
+7
1088
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+38
1089
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44
+35
1090
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57
-4
1091
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26
+12
1093
$3K ﹤0.01%
22
+4
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$3K ﹤0.01%
36
-2
1095
$3K ﹤0.01%
15
+4
1096
$3K ﹤0.01%
76
-9
1097
$3K ﹤0.01%
13
+2
1098
$3K ﹤0.01%
+51
1099
$3K ﹤0.01%
86
1100
$3K ﹤0.01%
475
-57
42 43
44
45 46