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
1726
$0 ﹤0.01%
+125
1727
– –
-28
1728
$0 ﹤0.01%
+4
1729
– –
-8
1730
– –
-8
1731
– –
-21
1732
– –
-57
1733
– –
-990
1734
– –
-13
1735
– –
-27
1736
– –
-81
1737
– –
0
1738
$0 ﹤0.01%
+22
1739
$0 ﹤0.01%
52
1740
– –
-41
1741
– –
-47
1742
– –
-122
1743
$0 ﹤0.01%
+5
1744
$0 ﹤0.01%
+1
1745
– –
-130
1746
$0 ﹤0.01%
9
+6
1747
$0 ﹤0.01%
14
-94
1748
– –
-56
1749
– –
-255
1750
$0 ﹤0.01%
+32
68 69
70
71 72