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
+$12.4M
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
101
$5.95M 0.27%
25,327
-1,492
102
$5.92M 0.27%
3,606
+262
103
$5.92M 0.27%
39,880
+1,270
104
$5.87M 0.27%
30,094
+346
105
$5.86M 0.27%
129,920
-24,480
106
$5.84M 0.27%
68,087
+10,409
107
$5.83M 0.26%
79,334
+6,015
108
$5.75M 0.26%
132,165
+23,507
109
$5.74M 0.26%
76,312
+6,179
110
$5.7M 0.26%
36,826
-48
111
$5.64M 0.26%
15,785
-778
112
$5.57M 0.25%
121,423
-3,304
113
$5.36M 0.24%
23,935
-67
114
$5.28M 0.24%
57,117
-1,956
115
$5.2M 0.24%
92,735
-5,331
116
$5.18M 0.24%
70,813
-1,683
117
$5.17M 0.23%
139,275
-522
118
$5.15M 0.23%
127,619
-693
119
$5.06M 0.23%
35,315
+950
120
$5.04M 0.23%
54,738
-643
121
$4.92M 0.22%
27,437
-6,492
122
$4.8M 0.22%
110,446
-730
123
$4.79M 0.22%
30,382
-719
124
$4.51M 0.2%
16,242
+371
125
$4.22M 0.19%
99,674
+11,188
3 4
5
6 7