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
– –
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1602
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-4
1603
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-45
1604
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-23
1605
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-4
1606
$0 ﹤0.01%
+150
1607
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-3
1608
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-9
1609
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1610
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-10
1611
$0 ﹤0.01%
+200
1612
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+31
1613
$0 ﹤0.01%
6
-26
1614
$0 ﹤0.01%
+20
1615
$0 ﹤0.01%
+5
1616
$0 ﹤0.01%
3
-16
1617
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-30
1618
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-1,010
1619
– –
-265
1620
– –
-37
1621
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-106
1622
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1623
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-22
1624
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-4
1625
– –
-38
63 64
65
66 67