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
1426
$1K ﹤0.01%
+81
1427
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+41
1428
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+96
1429
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+34
1430
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14
-22
1431
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60
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1432
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18
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1434
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+28
1435
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46
+33
1436
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+104
1437
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41
+29
1438
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+48
1439
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36
1440
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+23
1441
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+39
1442
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1443
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27
-10
1444
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19
+1
1445
$1K ﹤0.01%
7
+6
1446
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28
-4
1447
$1K ﹤0.01%
48
+5
1448
$1K ﹤0.01%
+31
1449
$1K ﹤0.01%
17
1450
$1K ﹤0.01%
+104
56 57
58
59 60