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
1801
– –
-6
1802
– –
-55
1803
– –
-72
1804
$0 ﹤0.01%
1
-84
1805
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-1,304
1806
$0 ﹤0.01%
+26
1807
– –
-6
1808
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-47
1809
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-7
1810
– –
-230
1811
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-5
1812
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-5
1813
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-35
1814
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-4
1815
$0 ﹤0.01%
+10
1816
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-23
1817
$0 ﹤0.01%
5
-14
1818
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-101
1819
$0 ﹤0.01%
+1
1820
– –
-9
1821
– –
-45
1822
– –
-1,260
1823
– –
-94
1824
$0 ﹤0.01%
11
-75
1825
– –
-172
71 72
73
74 75