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
1326
$1K ﹤0.01%
+22
1327
$1K ﹤0.01%
24
1328
$1K ﹤0.01%
+31
1329
$1K ﹤0.01%
+48
1330
$1K ﹤0.01%
49
-44
1331
$1K ﹤0.01%
+15
1332
$1K ﹤0.01%
42
1333
$1K ﹤0.01%
35
-10
1334
$1K ﹤0.01%
33
1335
$1K ﹤0.01%
55
-10
1336
$1K ﹤0.01%
+70
1337
$1K ﹤0.01%
53
1338
$1K ﹤0.01%
+28
1339
$1K ﹤0.01%
+34
1340
$1K ﹤0.01%
30
1341
$1K ﹤0.01%
537
1342
$1K ﹤0.01%
+254
1343
$1K ﹤0.01%
41
-7
1344
$1K ﹤0.01%
+160
1345
$1K ﹤0.01%
5
1346
$1K ﹤0.01%
15
+6
1347
$1K ﹤0.01%
+13
1348
$1K ﹤0.01%
+16
1349
$1K ﹤0.01%
27
+11
1350
$1K ﹤0.01%
+118
52 53
54
55 56