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
126
$4.06M 0.18%
168,443
+15,058
127
$4.04M 0.18%
49,040
-1,631
128
$4.02M 0.18%
37,632
-938
129
$3.96M 0.18%
40,902
+1,104
130
$3.93M 0.18%
12,867
+3,698
131
$3.84M 0.17%
23,395
+440
132
$3.82M 0.17%
18,012
-304
133
$3.79M 0.17%
52,713
-1,793
134
$3.76M 0.17%
33,625
+1,367
135
$3.68M 0.17%
116,199
+8,342
136
$3.68M 0.17%
46,569
-2,316
137
$3.66M 0.17%
12,484
+184
138
$3.62M 0.16%
40,105
-30
139
$3.56M 0.16%
20,733
-189
140
$3.47M 0.16%
44,590
-2,418
141
$3.41M 0.15%
45,610
-3,827
142
$3.19M 0.14%
21,539
-607
143
$3.19M 0.14%
74,292
+35,535
144
$3.11M 0.14%
38,669
+1,017
145
$3.09M 0.14%
61,603
+3,294
146
$3.04M 0.14%
14,152
+468
147
$3.03M 0.14%
72,754
-1,175
148
$3.01M 0.14%
7,777
+115
149
$2.96M 0.13%
18,137
+1,538
150
$2.95M 0.13%
63,154
-41
4 5
6
7 8