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
1251
$2K ﹤0.01%
17
+11
1252
$2K ﹤0.01%
29
-19
1253
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+17
1254
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25
+16
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39
-90
1256
$2K ﹤0.01%
86
-249
1257
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30
+15
1258
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4
1259
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16
+9
1260
$2K ﹤0.01%
52
+16
1261
$2K ﹤0.01%
35
-6
1262
$2K ﹤0.01%
+37
1263
$2K ﹤0.01%
+36
1264
$2K ﹤0.01%
87
+75
1265
$2K ﹤0.01%
+82
1266
$2K ﹤0.01%
60
+40
1267
$2K ﹤0.01%
+99
1268
$2K ﹤0.01%
30
+27
1269
$2K ﹤0.01%
106
+88
1270
$2K ﹤0.01%
160
-80
1271
$2K ﹤0.01%
23
+17
1272
$2K ﹤0.01%
+51
1273
$2K ﹤0.01%
27
-29
1274
$2K ﹤0.01%
51
+14
1275
$2K ﹤0.01%
33
+23
49 50
51
52 53