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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
1601
-3
1602
-36
1603
-20
1604
-311
1605
-9
1606
-107
1607
-10
1608
$0 ﹤0.01%
+200
1609
$0 ﹤0.01%
+31
1610
$0 ﹤0.01%
6
-26
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$0 ﹤0.01%
+20
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1613
$0 ﹤0.01%
3
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1615
-1,010
1616
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1617
$0 ﹤0.01%
26
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1619
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1620
$0 ﹤0.01%
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1621
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1622
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1623
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1624
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1625
-4