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
1401
$1K ﹤0.01%
+121
1402
$1K ﹤0.01%
20
-102
1403
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+13
1404
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8
1405
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33
+11
1406
$1K ﹤0.01%
+70
1407
$1K ﹤0.01%
+60
1408
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12
1409
$1K ﹤0.01%
+200
1410
$1K ﹤0.01%
142
+61
1411
$1K ﹤0.01%
+9
1412
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60
-47
1413
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+76
1414
$1K ﹤0.01%
30
-24
1415
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+20
1416
$1K ﹤0.01%
+38
1417
$1K ﹤0.01%
56
+19
1418
$1K ﹤0.01%
18
+12
1419
$1K ﹤0.01%
12
1420
$1K ﹤0.01%
+67
1421
$1K ﹤0.01%
+73
1422
$1K ﹤0.01%
+24
1423
$1K ﹤0.01%
+21
1424
$1K ﹤0.01%
25
-22
1425
$1K ﹤0.01%
19
-38
55 56
57
58 59