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
1826
– –
-6
1827
– –
-9
1828
– –
-10
1829
– –
-16
1830
– –
-5
1831
– –
-3
1832
– –
-97
1833
– –
-4
1834
– –
-45
1835
– –
-23
1836
$0 ﹤0.01%
+24
1837
– –
-4
1838
$0 ﹤0.01%
+150
1839
– –
-3
1840
– –
-36
1841
– –
-20
1842
– –
-311
1843
– –
-9
1844
– –
-107
1845
– –
-10
1846
$0 ﹤0.01%
+200
1847
$0 ﹤0.01%
+31
1848
$0 ﹤0.01%
6
-26
1849
$0 ﹤0.01%
+40
1850
$0 ﹤0.01%
6
-2
72 73
74
75 76