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
1776
– –
-172
1777
– –
-16
1778
$0 ﹤0.01%
13
-26
1779
– –
-22
1780
$0 ﹤0.01%
2
-73
1781
– –
-24
1782
– –
-355
1783
– –
-17
1784
– –
-80
1785
– –
-300
1786
– –
-1
1787
– –
-52
1788
– –
-12
1789
$0 ﹤0.01%
+23
1790
$0 ﹤0.01%
12
-31
1791
– –
-13
1792
– –
-14
1793
$0 ﹤0.01%
+1
1794
$0 ﹤0.01%
+14
1795
$0 ﹤0.01%
21
1796
– –
-3
1797
– –
-63
1798
– –
-3
1799
– –
-298
1800
– –
-95
70 71
72
73 74