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
+$12.4M
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
– –
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1702
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1703
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-7
1704
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1705
$0 ﹤0.01%
5
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1706
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-101
1707
$0 ﹤0.01%
+1
1708
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-9
1709
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-45
1710
– –
-1,260
1711
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-94
1712
$0 ﹤0.01%
11
-75
1713
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1714
– –
-16
1715
$0 ﹤0.01%
13
-26
1716
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1717
$0 ﹤0.01%
2
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1718
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-24
1719
– –
-355
1720
– –
-17
1721
– –
-80
1722
– –
-300
1723
– –
-1
1724
– –
-52
1725
– –
-12
67 68
69
70 71