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
1426
$1K ﹤0.01%
8
1427
$1K ﹤0.01%
33
+11
1428
$1K ﹤0.01%
+70
1429
$1K ﹤0.01%
+60
1430
$1K ﹤0.01%
12
1431
$1K ﹤0.01%
+200
1432
$1K ﹤0.01%
142
+61
1433
$1K ﹤0.01%
+9
1434
$1K ﹤0.01%
60
-47
1435
$1K ﹤0.01%
+76
1436
$1K ﹤0.01%
30
-24
1437
$1K ﹤0.01%
+20
1438
$1K ﹤0.01%
+38
1439
$1K ﹤0.01%
56
+19
1440
$1K ﹤0.01%
18
+12
1441
$1K ﹤0.01%
12
1442
$1K ﹤0.01%
+67
1443
$1K ﹤0.01%
+73
1444
$1K ﹤0.01%
+24
1445
$1K ﹤0.01%
+21
1446
$1K ﹤0.01%
25
-22
1447
$1K ﹤0.01%
19
-38
1448
$1K ﹤0.01%
+81
1449
$1K ﹤0.01%
+41
1450
$1K ﹤0.01%
+96
56 57
58
59 60