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
1801
– –
-1
1802
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-8
1803
– –
-14,218
1804
– –
-663
1805
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-24
1806
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-226
1807
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-17
1808
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-38
1809
– –
-11
1810
$0 ﹤0.01%
24
1811
– –
-61
1812
– –
-4
1813
– –
-3
1814
$0 ﹤0.01%
25
-74
1815
– –
-20
1816
– –
-6
1817
– –
-6
1818
– –
-3
1819
$0 ﹤0.01%
+1
1820
– –
-1
1821
$0 ﹤0.01%
+47
1822
– –
-24
1823
$0 ﹤0.01%
54
1824
– –
-10
1825
– –
-3
71 72
73
74 75