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
1276
$2K ﹤0.01%
73
+25
1277
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64
+23
1278
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31
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+217
1280
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69
-109
1281
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127
-30
1282
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66
+10
1283
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12
+9
1284
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59
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1285
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116
1286
$2K ﹤0.01%
+168
1287
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35
+19
1288
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63
+58
1289
$2K ﹤0.01%
56
+30
1290
$2K ﹤0.01%
55
1291
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+40
1292
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25
1293
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+426
1294
$2K ﹤0.01%
22
+14
1295
$2K ﹤0.01%
147
+116
1296
$2K ﹤0.01%
+61
1297
$2K ﹤0.01%
+184
1298
$2K ﹤0.01%
+163
1299
$2K ﹤0.01%
56
+33
1300
$2K ﹤0.01%
+30
50 51
52
53 54