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
1626
– –
-1,163
1627
– –
-11
1628
– –
-21
1629
$0 ﹤0.01%
1,300
1630
$0 ﹤0.01%
157
1631
$0 ﹤0.01%
250
1632
$0 ﹤0.01%
67
1633
– –
-7
1634
$0 ﹤0.01%
+3
1635
$0 ﹤0.01%
54
1636
– –
-5,000
1637
$0 ﹤0.01%
150
1638
$0 ﹤0.01%
800
1639
$0 ﹤0.01%
2,265
1640
– –
-139
1641
– –
-8
1642
– –
-8
1643
– –
-21
1644
– –
-57
1645
– –
-990
1646
– –
-13
1647
– –
-27
1648
– –
-81
1649
– –
0
1650
$0 ﹤0.01%
+22
64 65
66
67 68