MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
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
176
$2M 0.09%
6,170
+369
177
$1.99M 0.09%
7,100
+173
178
$1.98M 0.09%
23,979
+274
179
$1.94M 0.09%
11,371
+91
180
$1.89M 0.09%
82,505
+27,999
181
$1.88M 0.09%
9,238
+1,861
182
$1.86M 0.08%
15,137
+892
183
$1.84M 0.08%
42,300
+8,441
184
$1.81M 0.08%
43,194
+1,236
185
$1.8M 0.08%
112,654
+5,835
186
$1.75M 0.08%
7,533
+419
187
$1.69M 0.08%
150,438
+12,764
188
$1.63M 0.07%
17,469
-265
189
$1.6M 0.07%
39,819
+2,996
190
$1.58M 0.07%
11,116
+55
191
$1.54M 0.07%
116,641
+6,433
192
$1.5M 0.07%
3,311
-220
193
$1.47M 0.07%
15,148
-664
194
$1.45M 0.07%
24,855
+864
195
$1.45M 0.07%
28,260
+13,222
196
$1.45M 0.07%
16,068
+4,512
197
$1.42M 0.06%
7,582
-76
198
$1.36M 0.06%
6,045
+44
199
$1.35M 0.06%
9,086
-257
200
$1.35M 0.06%
52,323
+4,890
6 7
8
9 10