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
1551
$1K ﹤0.01%
+134
1552
$1K ﹤0.01%
81
+39
1553
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18
-63
1554
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1555
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+42
1556
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73
+15
1557
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+29
1558
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+28
1559
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9
-20
1560
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25
1561
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+6
1562
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+6
1563
$1K ﹤0.01%
+150
1564
$1K ﹤0.01%
+14
1565
$1K ﹤0.01%
+188
1566
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22
1567
$1K ﹤0.01%
23
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25
-22
1569
$1K ﹤0.01%
33
+14
1570
$1K ﹤0.01%
+61
1571
$1K ﹤0.01%
+22
1572
$1K ﹤0.01%
22
1573
$1K ﹤0.01%
+55
1574
$1K ﹤0.01%
2
-18
1575
$1K ﹤0.01%
23
-15
61 62
63
64 65