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
1576
$1K ﹤0.01%
+23
1577
$1K ﹤0.01%
+18
1578
$1K ﹤0.01%
+128
1579
$1K ﹤0.01%
+87
1580
$1K ﹤0.01%
+231
1581
$1K ﹤0.01%
70
+47
1582
$1K ﹤0.01%
30
1583
$1K ﹤0.01%
35
1584
$1K ﹤0.01%
+7
1585
$1K ﹤0.01%
+673
1586
$1K ﹤0.01%
31
-24
1587
$1K ﹤0.01%
+31
1588
$1K ﹤0.01%
165
1589
$1K ﹤0.01%
25
-44
1590
$1K ﹤0.01%
+62
1591
$1K ﹤0.01%
+12
1592
$1K ﹤0.01%
341
-164
1593
$1K ﹤0.01%
112
+47
1594
$1K ﹤0.01%
+28
1595
$1K ﹤0.01%
82
-158
1596
$1K ﹤0.01%
+22
1597
$1K ﹤0.01%
22
1598
$1K ﹤0.01%
10
+4
1599
$1K ﹤0.01%
+33
1600
$1K ﹤0.01%
+14