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
1126
$3K ﹤0.01%
21
+13
1127
$3K ﹤0.01%
42
1128
$3K ﹤0.01%
33
1129
$3K ﹤0.01%
76
-5
1130
$3K ﹤0.01%
115
1131
$3K ﹤0.01%
59
+22
1132
$3K ﹤0.01%
101
+50
1133
$3K ﹤0.01%
174
+84
1134
$3K ﹤0.01%
35
+10
1135
$3K ﹤0.01%
+95
1136
$3K ﹤0.01%
257
1137
$3K ﹤0.01%
35
+20
1138
$3K ﹤0.01%
121
+98
1139
$3K ﹤0.01%
40
+25
1140
$3K ﹤0.01%
123
+82
1141
$3K ﹤0.01%
+129
1142
$3K ﹤0.01%
+69
1143
$3K ﹤0.01%
67
+39
1144
$3K ﹤0.01%
544
+227
1145
$3K ﹤0.01%
140
+89
1146
$3K ﹤0.01%
62
-16
1147
$3K ﹤0.01%
93
+69
1148
$3K ﹤0.01%
185
+16
1149
$3K ﹤0.01%
57
+16
1150
$2K ﹤0.01%
+208
44 45
46
47 48