MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.89B
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
1576
$1K ﹤0.01%
10
+4
1577
$1K ﹤0.01%
+33
1578
$1K ﹤0.01%
+14
1579
$1K ﹤0.01%
+62
1580
$1K ﹤0.01%
+55
1581
$1K ﹤0.01%
174
1582
$1K ﹤0.01%
+4
1583
$1K ﹤0.01%
17
1584
$1K ﹤0.01%
131
+50
1585
$1K ﹤0.01%
43
-8
1586
$1K ﹤0.01%
89
-24
1587
$1K ﹤0.01%
70
-210
1588
$1K ﹤0.01%
+28
1589
$1K ﹤0.01%
96
+42
1590
$1K ﹤0.01%
+53
1591
$1K ﹤0.01%
+60
1592
$1K ﹤0.01%
5
-82
1593
$1K ﹤0.01%
+28
1594
$1K ﹤0.01%
30
-10
1595
$1K ﹤0.01%
21
-38
1596
$1K ﹤0.01%
58
-43
1597
$1K ﹤0.01%
+42
1598
$1K ﹤0.01%
+21
1599
$1K ﹤0.01%
14
+5
1600
$1K ﹤0.01%
723
-119
62 63
64
65 66