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
1226
$2K ﹤0.01%
30
+15
1227
$2K ﹤0.01%
4
1228
$2K ﹤0.01%
16
+9
1229
$2K ﹤0.01%
52
+16
1230
$2K ﹤0.01%
35
-6
1231
$2K ﹤0.01%
+37
1232
$2K ﹤0.01%
+36
1233
$2K ﹤0.01%
87
+75
1234
$2K ﹤0.01%
+82
1235
$2K ﹤0.01%
60
+40
1236
$2K ﹤0.01%
+99
1237
$2K ﹤0.01%
30
+27
1238
$2K ﹤0.01%
106
+88
1239
$2K ﹤0.01%
160
-80
1240
$2K ﹤0.01%
37
+25
1241
$2K ﹤0.01%
+196
1242
$2K ﹤0.01%
116
-58
1243
$2K ﹤0.01%
62
1244
$2K ﹤0.01%
55
1245
$2K ﹤0.01%
32
+10
1246
$2K ﹤0.01%
+208
1247
$2K ﹤0.01%
23
+17
1248
$2K ﹤0.01%
+51
1249
$2K ﹤0.01%
27
-29
1250
$2K ﹤0.01%
51
+14
48 49
50
51 52