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
1201
$2K ﹤0.01%
+611
1202
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48
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1203
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63
+35
1204
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92
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1205
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27
-47
1206
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1207
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+25
1208
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13
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1209
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35
+24
1210
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22
-6
1211
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1212
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-2
1213
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+138
1214
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113
+29
1215
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65
+49
1216
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407
+133
1217
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+36
1218
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12
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1219
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58
-1
1220
$2K ﹤0.01%
+60
1221
$2K ﹤0.01%
17
+11
1222
$2K ﹤0.01%
29
-19
1223
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+17
1224
$2K ﹤0.01%
39
-90
1225
$2K ﹤0.01%
86
-249
47 48
49
50 51