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
1501
$1K ﹤0.01%
45
+26
1502
$1K ﹤0.01%
25
+10
1503
$1K ﹤0.01%
14
-4
1504
$1K ﹤0.01%
+114
1505
$1K ﹤0.01%
+30
1506
$1K ﹤0.01%
100
1507
$1K ﹤0.01%
35
-22,016
1508
$1K ﹤0.01%
+26
1509
$1K ﹤0.01%
+64
1510
$1K ﹤0.01%
+104
1511
$1K ﹤0.01%
41
+29
1512
$1K ﹤0.01%
+48
1513
$1K ﹤0.01%
36
1514
$1K ﹤0.01%
+23
1515
$1K ﹤0.01%
+39
1516
$1K ﹤0.01%
+66
1517
$1K ﹤0.01%
27
-10
1518
$1K ﹤0.01%
147
-287
1519
$1K ﹤0.01%
+56
1520
$1K ﹤0.01%
+18
1521
$1K ﹤0.01%
+38
1522
$1K ﹤0.01%
288
1523
$1K ﹤0.01%
5
1524
$1K ﹤0.01%
+57
1525
$1K ﹤0.01%
16
-118
59 60
61
62 63