MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1251
$2K ﹤0.01%
30
+15
1252
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4
1253
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16
+9
1254
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52
+16
1255
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35
-6
1256
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+37
1257
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+36
1258
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87
+75
1259
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+82
1260
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60
+40
1261
$2K ﹤0.01%
+99
1262
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30
+27
1263
$2K ﹤0.01%
106
+88
1264
$2K ﹤0.01%
160
-80
1265
$2K ﹤0.01%
37
+25
1266
$2K ﹤0.01%
+196
1267
$2K ﹤0.01%
116
-58
1268
$2K ﹤0.01%
62
1269
$2K ﹤0.01%
55
1270
$2K ﹤0.01%
32
+10
1271
$2K ﹤0.01%
+208
1272
$2K ﹤0.01%
23
+17
1273
$2K ﹤0.01%
+51
1274
$2K ﹤0.01%
27
-29
1275
$2K ﹤0.01%
51
+14
49 50
51
52 53