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
+$12.5M
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
1801
$0 ﹤0.01%
4
1802
$0 ﹤0.01%
+50
1803
$0 ﹤0.01%
10
+1
1804
$0 ﹤0.01%
+20
1805
– –
-340
1806
– –
-6
1807
– –
-95
1808
$0 ﹤0.01%
+8
1809
– –
-16
1810
– –
-13
1811
– –
-54
1812
– –
-10
1813
$0 ﹤0.01%
180
1814
– –
-500
1815
– –
-2
1816
$0 ﹤0.01%
14
1817
– –
-6
1818
– –
-95
1819
– –
-1
1820
– –
-32
1821
– –
-2
1822
$0 ﹤0.01%
+52
1823
– –
-19
1824
– –
-15
1825
$0 ﹤0.01%
+1
71 72
73
74 75