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
1276
$2K ﹤0.01%
28
+25
1277
$2K ﹤0.01%
8,700
1278
$2K ﹤0.01%
39
1279
$2K ﹤0.01%
+13
1280
$2K ﹤0.01%
+81
1281
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63
+35
1282
$2K ﹤0.01%
92
+82
1283
$2K ﹤0.01%
27
-47
1284
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16
1285
$2K ﹤0.01%
+25
1286
$2K ﹤0.01%
13
+4
1287
$2K ﹤0.01%
35
+24
1288
$2K ﹤0.01%
22
-6
1289
$2K ﹤0.01%
65
-18
1290
$2K ﹤0.01%
18
-2
1291
$2K ﹤0.01%
+138
1292
$2K ﹤0.01%
113
+29
1293
$2K ﹤0.01%
65
+49
1294
$2K ﹤0.01%
407
+133
1295
$2K ﹤0.01%
+36
1296
$2K ﹤0.01%
12
-16
1297
$2K ﹤0.01%
58
-1
1298
$2K ﹤0.01%
+60
1299
$2K ﹤0.01%
17
+11
1300
$2K ﹤0.01%
29
-19
50 51
52
53 54