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
1301
$2K ﹤0.01%
+611
1302
$2K ﹤0.01%
48
-18
1303
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9
+6
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93
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203
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1306
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43
+11
1307
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+30
1308
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+105
1309
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14
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1310
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1311
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18
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1312
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202
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+37
1314
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+60
1315
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56
-8
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+39
1318
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100
+64
1319
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23
1320
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145
+79
1321
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57
-7
1322
$2K ﹤0.01%
153
+64
1323
$2K ﹤0.01%
158
+7
1324
$1K ﹤0.01%
11
-4
1325
$1K ﹤0.01%
63
-132
51 52
53
54 55