MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
1251
$2K ﹤0.01%
9
-5
1252
$2K ﹤0.01%
61
-99
1253
$2K ﹤0.01%
+144
1254
$2K ﹤0.01%
82
-167
1255
$2K ﹤0.01%
44
+18
1256
$2K ﹤0.01%
49
-1,814
1257
$2K ﹤0.01%
+23
1258
$2K ﹤0.01%
33
+21
1259
$2K ﹤0.01%
+986
1260
$2K ﹤0.01%
+44
1261
$2K ﹤0.01%
+44
1262
$2K ﹤0.01%
12
+7
1263
$2K ﹤0.01%
218
+114
1264
$2K ﹤0.01%
97
1265
$2K ﹤0.01%
5
+3
1266
$2K ﹤0.01%
43
+11
1267
$2K ﹤0.01%
133
-197
1268
$2K ﹤0.01%
84
1269
$2K ﹤0.01%
+17
1270
$2K ﹤0.01%
+66
1271
$2K ﹤0.01%
+137
1272
$2K ﹤0.01%
20
+18
1273
$2K ﹤0.01%
18
1274
$2K ﹤0.01%
30
+7
1275
$2K ﹤0.01%
617
-10
49 50
51
52 53