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
1151
$2K ﹤0.01%
23
+17
1152
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+51
1153
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27
-29
1154
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51
+14
1155
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33
+23
1156
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+130
1157
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30
+15
1158
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49
+2
1159
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150
+139
1160
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28
+17
1161
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1162
$2K ﹤0.01%
+85
1163
$2K ﹤0.01%
29
+21
1164
$2K ﹤0.01%
+208
1165
$2K ﹤0.01%
+44
1166
$2K ﹤0.01%
52
+16
1167
$2K ﹤0.01%
51
+32
1168
$2K ﹤0.01%
96
+52
1169
$2K ﹤0.01%
+22
1170
$2K ﹤0.01%
+325
1171
$2K ﹤0.01%
+21
1172
$2K ﹤0.01%
41
-19
1173
$2K ﹤0.01%
28
-12
1174
$2K ﹤0.01%
30
+12
1175
$2K ﹤0.01%
113
+48
45 46
47
48 49