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
1601
$1K ﹤0.01%
+118
1602
– –
-23
1603
$0 ﹤0.01%
+24
1604
– –
-4
1605
$0 ﹤0.01%
+150
1606
– –
-3
1607
– –
-36
1608
– –
-20
1609
– –
-311
1610
– –
-9
1611
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-107
1612
– –
-10
1613
$0 ﹤0.01%
+200
1614
$0 ﹤0.01%
+31
1615
$0 ﹤0.01%
6
-26
1616
$0 ﹤0.01%
+20
1617
$0 ﹤0.01%
+5
1618
$0 ﹤0.01%
3
-16
1619
– –
-30
1620
– –
-1,010
1621
– –
-265
1622
– –
-37
1623
– –
-106
1624
– –
-176
1625
– –
-22
63 64
65
66 67