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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
1851
– –
-325
1852
– –
-1,067
1853
$0 ﹤0.01%
1
-2
1854
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-11
1855
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-3
1856
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-17
1857
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1858
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-72
1859
– –
-3
1860
$0 ﹤0.01%
+125
1861
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1862
$0 ﹤0.01%
+4
1863
– –
-8
1864
– –
-8
1865
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1866
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-57
1867
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-990
1868
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1869
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1870
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-81
1871
– –
0
1872
$0 ﹤0.01%
+22
1873
$0 ﹤0.01%
52
1874
– –
-41
1875
– –
-47
72 73 74
75
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