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
1701
– –
-42
1702
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-1
1703
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-100
1704
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-26
1705
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-21
1706
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-3,541
1707
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-180
1708
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-59
1709
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-12
1710
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-4
1711
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-600
1712
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-170
1713
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-4
1714
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-16
1715
– –
0
1716
$0 ﹤0.01%
76
1717
– –
-325
1718
– –
-1,067
1719
$0 ﹤0.01%
1
-2
1720
– –
-11
1721
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-3
1722
– –
-17
1723
– –
-29
1724
– –
-72
1725
– –
-3
67 68
69
70 71