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
1301
$2K ﹤0.01%
+17
1302
$2K ﹤0.01%
25
+16
1303
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39
-90
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86
-249
1305
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30
+15
1306
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4
1307
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16
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52
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35
-6
1310
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+37
1311
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87
+75
1313
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+82
1314
$2K ﹤0.01%
60
+40
1315
$2K ﹤0.01%
+99
1316
$2K ﹤0.01%
30
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1317
$2K ﹤0.01%
106
+88
1318
$2K ﹤0.01%
160
-80
1319
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37
+25
1320
$2K ﹤0.01%
+196
1321
$2K ﹤0.01%
116
-58
1322
$2K ﹤0.01%
62
1323
$2K ﹤0.01%
55
1324
$2K ﹤0.01%
32
+10
1325
$1K ﹤0.01%
42
51 52
53
54 55