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
1376
$1K ﹤0.01%
+26
1377
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15
-38
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7
+5
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129
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1380
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+45
1381
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41
-7
1382
$1K ﹤0.01%
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1383
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5
1384
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15
+6
1385
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1386
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27
+11
1388
$1K ﹤0.01%
+118
1389
$1K ﹤0.01%
+661
1390
$1K ﹤0.01%
+53
1391
$1K ﹤0.01%
93
+54
1392
$1K ﹤0.01%
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1393
$1K ﹤0.01%
59
1394
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+38
1395
$1K ﹤0.01%
+417
1396
$1K ﹤0.01%
+75
1397
$1K ﹤0.01%
16
1398
$1K ﹤0.01%
11
-2
1399
$1K ﹤0.01%
+97
1400
$1K ﹤0.01%
+30
54 55
56
57 58