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
1726
$0 ﹤0.01%
12
-31
1727
– –
-13
1728
– –
-14
1729
$0 ﹤0.01%
+1
1730
$0 ﹤0.01%
+14
1731
$0 ﹤0.01%
21
1732
– –
-3
1733
– –
-63
1734
– –
-3
1735
– –
-4
1736
– –
-57
1737
– –
-30
1738
– –
-37
1739
– –
-298
1740
– –
-95
1741
– –
-25
1742
$0 ﹤0.01%
29
-69
1743
– –
-1
1744
– –
-38
1745
– –
-11
1746
$0 ﹤0.01%
24
1747
– –
-61
1748
– –
-4
1749
– –
-3
1750
$0 ﹤0.01%
25
-74
68 69
70
71 72