MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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%
25
-44
1602
– –
-139
1603
$0 ﹤0.01%
2,265
1604
$0 ﹤0.01%
800
1605
$0 ﹤0.01%
26
-40
1606
$0 ﹤0.01%
150
1607
– –
-5,000
1608
– –
-24
1609
$0 ﹤0.01%
54
1610
– –
-10
1611
– –
-8
1612
– –
-3
1613
– –
-6
1614
– –
-9
1615
– –
-10
1616
– –
-16
1617
– –
-5
1618
– –
-3
1619
– –
-97
1620
– –
-4
1621
– –
-45
1622
– –
-23
1623
$0 ﹤0.01%
+24
1624
– –
-4
1625
$0 ﹤0.01%
+150
63 64
65
66 67