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
1076
$3K ﹤0.01%
16
1077
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1078
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91
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61
+42
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24
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1085
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49
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+1
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362
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1089
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22
+9
1090
$3K ﹤0.01%
36
+28
1091
$3K ﹤0.01%
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+28
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222
+29
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$3K ﹤0.01%
49
+10
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$3K ﹤0.01%
+98
1095
$3K ﹤0.01%
137
+122
1096
$3K ﹤0.01%
23
+7
1097
$3K ﹤0.01%
+38
1098
$3K ﹤0.01%
44
+35
1099
$3K ﹤0.01%
57
-4
1100
$3K ﹤0.01%
+18
42 43
44
45 46