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
1251
$2K ﹤0.01%
33
+23
1252
$2K ﹤0.01%
+130
1253
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30
+15
1254
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49
+2
1255
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150
+139
1256
$2K ﹤0.01%
28
+17
1257
$2K ﹤0.01%
+34
1258
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+85
1259
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29
+21
1260
$2K ﹤0.01%
+208
1261
$2K ﹤0.01%
+44
1262
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52
+16
1263
$2K ﹤0.01%
51
+32
1264
$2K ﹤0.01%
96
+52
1265
$2K ﹤0.01%
+22
1266
$2K ﹤0.01%
+325
1267
$2K ﹤0.01%
+21
1268
$2K ﹤0.01%
41
-19
1269
$2K ﹤0.01%
28
-12
1270
$2K ﹤0.01%
30
+12
1271
$2K ﹤0.01%
9
+6
1272
$2K ﹤0.01%
93
-3,449
1273
$2K ﹤0.01%
203
-21
1274
$2K ﹤0.01%
43
+11
1275
$2K ﹤0.01%
7
+2
49 50
51
52 53