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
+$12.5M
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
1501
$1K ﹤0.01%
+48
1502
$1K ﹤0.01%
19
1503
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+20
1504
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+195
1505
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26
+9
1506
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30
1507
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+66
1508
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+35
1509
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73
+15
1510
$1K ﹤0.01%
+29
1511
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+28
1512
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9
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1513
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25
1514
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+6
1515
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+6
1516
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+150
1517
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1518
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+188
1519
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22
1520
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+55
1521
$1K ﹤0.01%
2
-18
1522
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23
-15
1523
$1K ﹤0.01%
+23
1524
$1K ﹤0.01%
+18
1525
$1K ﹤0.01%
+128
59 60
61
62 63