MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1826
– –
-95
1827
$0 ﹤0.01%
+8
1828
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-16
1829
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-13
1830
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-54
1831
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-10
1832
$0 ﹤0.01%
9
1833
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-500
1834
– –
-2
1835
$0 ﹤0.01%
14
1836
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-6
1837
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-95
1838
– –
-1
1839
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-32
1840
– –
-2
1841
$0 ﹤0.01%
+52
1842
– –
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1843
– –
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1844
$0 ﹤0.01%
+1
1845
$0 ﹤0.01%
5
1846
$0 ﹤0.01%
13
-99
1847
– –
-37
1848
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-80
1849
– –
-60
1850
– –
-6
72 73
74
75 76