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
+$12.5M
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
1651
– –
-255
1652
$0 ﹤0.01%
+32
1653
– –
-90
1654
– –
-110
1655
$0 ﹤0.01%
1
-1
1656
– –
0
1657
– –
-4
1658
$0 ﹤0.01%
+28
1659
– –
-152
1660
$0 ﹤0.01%
24
-48
1661
– –
0
1662
– –
-27
1663
$0 ﹤0.01%
2
-1
1664
– –
-2
1665
– –
-46
1666
– –
-21
1667
$0 ﹤0.01%
+6
1668
– –
-1
1669
$0 ﹤0.01%
12
-54
1670
– –
-17
1671
$0 ﹤0.01%
+48
1672
$0 ﹤0.01%
+7
1673
– –
-24
1674
$0 ﹤0.01%
+61
1675
– –
-32
65 66
67
68 69