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
1276
$2K ﹤0.01%
33
+23
1277
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+130
1278
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30
+15
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49
+2
1280
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150
+139
1281
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28
+17
1282
$2K ﹤0.01%
+34
1283
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+85
1284
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29
+21
1285
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+208
1286
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+44
1287
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52
+16
1288
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51
+32
1289
$2K ﹤0.01%
96
+52
1290
$2K ﹤0.01%
+22
1291
$2K ﹤0.01%
+325
1292
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+21
1293
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41
-19
1294
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28
-12
1295
$2K ﹤0.01%
30
+12
1296
$2K ﹤0.01%
113
+48
1297
$2K ﹤0.01%
43
1298
$2K ﹤0.01%
47
-23
1299
$2K ﹤0.01%
40
1300
$2K ﹤0.01%
220
+2
50 51
52
53 54