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
1301
$2K ﹤0.01%
+30
1302
$2K ﹤0.01%
+105
1303
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14
-7
1304
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1305
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18
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1306
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202
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1307
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+37
1308
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1309
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56
-8
1310
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1311
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1312
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+186
1313
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38
+15
1314
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116
+28
1315
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41
1316
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+39
1317
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100
+64
1318
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23
1319
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145
+79
1320
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57
-7
1321
$2K ﹤0.01%
153
+64
1322
$2K ﹤0.01%
158
+7
1323
$2K ﹤0.01%
+132
1324
$2K ﹤0.01%
87
+65
1325
$1K ﹤0.01%
+38
51 52
53
54 55