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
1526
$1K ﹤0.01%
197
+173
1527
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10
-5
1528
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48
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1529
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18
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1530
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1531
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19
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1532
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1533
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+22
1534
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24
1535
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+31
1536
$1K ﹤0.01%
+48
1537
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49
-44
1538
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+15
1539
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42
1540
$1K ﹤0.01%
+28
1541
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30
1542
$1K ﹤0.01%
537
1543
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+254
1544
$1K ﹤0.01%
+56
1545
$1K ﹤0.01%
+9
1546
$1K ﹤0.01%
70
+15
1547
$1K ﹤0.01%
+299
1548
$1K ﹤0.01%
+197
1549
$1K ﹤0.01%
+41
1550
$1K ﹤0.01%
34
-23
60 61
62
63 64