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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
1701
– –
-2,589
1702
– –
-16
1703
$0 ﹤0.01%
13
-26
1704
– –
-22
1705
$0 ﹤0.01%
2
-73
1706
– –
-24
1707
– –
-355
1708
– –
-17
1709
– –
-80
1710
– –
-300
1711
– –
-1
1712
– –
-52
1713
– –
-12
1714
$0 ﹤0.01%
+23
1715
– –
-13
1716
– –
-14
1717
$0 ﹤0.01%
+1
1718
$0 ﹤0.01%
+14
1719
$0 ﹤0.01%
21
1720
– –
-3
1721
– –
-63
1722
– –
-3
1723
– –
-4
1724
– –
-57
1725
– –
-30
67 68
69
70 71