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
1526
$1K ﹤0.01%
70
+15
1527
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+299
1528
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+197
1529
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+41
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34
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1531
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1532
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81
+39
1533
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18
-63
1534
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+95
1535
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+42
1536
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80
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1537
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131
-372
1538
$1K ﹤0.01%
58
1539
$1K ﹤0.01%
+62
1540
$1K ﹤0.01%
+44
1541
$1K ﹤0.01%
65
+17
1542
$1K ﹤0.01%
13
1543
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+48
1544
$1K ﹤0.01%
19
1545
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+20
1546
$1K ﹤0.01%
+195
1547
$1K ﹤0.01%
26
+9
1548
$1K ﹤0.01%
30
1549
$1K ﹤0.01%
+66
1550
$1K ﹤0.01%
+35
60 61
62
63 64