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
151
$2.91M 0.13%
91,159
+24,771
152
$2.88M 0.13%
34,743
+477
153
$2.86M 0.13%
89,139
-6,348
154
$2.83M 0.13%
41,672
-2,330
155
$2.75M 0.13%
4,000
+102
156
$2.75M 0.12%
18,392
+952
157
$2.71M 0.12%
20,353
+805
158
$2.69M 0.12%
23,802
+1,830
159
$2.68M 0.12%
24,318
+1,403
160
$2.67M 0.12%
93,250
+4,468
161
$2.58M 0.12%
6,829
+83
162
$2.55M 0.12%
17,196
-1,491
163
$2.51M 0.11%
17,465
+1,330
164
$2.38M 0.11%
80,379
165
$2.29M 0.1%
13,873
+13,713
166
$2.28M 0.1%
86,179
+12,494
167
$2.25M 0.1%
22,664
+1,861
168
$2.24M 0.1%
17,996
+710
169
$2.18M 0.1%
20,770
+91
170
$2.18M 0.1%
44,201
-959
171
$2.17M 0.1%
21,389
+4,108
172
$2.1M 0.1%
23,415
+1,155
173
$2.04M 0.09%
68,337
-15,140
174
$2.03M 0.09%
58,254
-5,576
175
$2.03M 0.09%
24,737
+1,880
5 6
7
8 9