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
1501
$1K ﹤0.01%
+108
1502
$1K ﹤0.01%
139
1503
$1K ﹤0.01%
44
1504
$1K ﹤0.01%
+38
1505
$1K ﹤0.01%
288
1506
$1K ﹤0.01%
5
1507
$1K ﹤0.01%
+57
1508
$1K ﹤0.01%
16
-118
1509
$1K ﹤0.01%
197
+173
1510
$1K ﹤0.01%
10
-5
1511
$1K ﹤0.01%
48
+33
1512
$1K ﹤0.01%
18
-149
1513
$1K ﹤0.01%
19
-2
1514
$1K ﹤0.01%
30
1515
$1K ﹤0.01%
537
1516
$1K ﹤0.01%
+254
1517
$1K ﹤0.01%
19
-46
1518
$1K ﹤0.01%
56
1519
$1K ﹤0.01%
+22
1520
$1K ﹤0.01%
24
1521
$1K ﹤0.01%
+26
1522
$1K ﹤0.01%
+64
1523
$1K ﹤0.01%
135
-82
1524
$1K ﹤0.01%
+56
1525
$1K ﹤0.01%
+9
59 60
61
62 63