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
1876
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-21
1877
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-3,541
1878
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-180
1879
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-59
1880
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-12
1881
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-4
1882
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-600
1883
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-4
1884
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-16
1885
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0
1886
$0 ﹤0.01%
76
1887
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-325
1888
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-1,067
1889
$0 ﹤0.01%
1
-2
1890
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-11
1891
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-3
1892
– –
-17
1893
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-29
1894
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-72
1895
– –
-3
1896
$0 ﹤0.01%
+125
1897
– –
-28
1898
$0 ﹤0.01%
+4
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