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
201
$1.34M 0.06%
14,942
-17
202
$1.31M 0.06%
41,065
-9,843
203
$1.3M 0.06%
24,963
-4,647
204
$1.29M 0.06%
20,479
+9,234
205
$1.26M 0.06%
43,308
-4,126
206
$1.24M 0.06%
38,861
-10,482
207
$1.24M 0.06%
29,021
+14,905
208
$1.23M 0.06%
4,580
+21
209
$1.21M 0.06%
16,996
+1,011
210
$1.19M 0.05%
53,703
+3,600
211
$1.18M 0.05%
43,149
+7,250
212
$1.17M 0.05%
9,092
-347
213
$1.16M 0.05%
50,380
+14,427
214
$1.12M 0.05%
8,264
+7,813
215
$1.11M 0.05%
22,703
-5,135
216
$1.1M 0.05%
21,927
+3,135
217
$1.08M 0.05%
8,023
-715
218
$1.03M 0.05%
3,088
+14
219
$965K 0.04%
7,760
-174
220
$955K 0.04%
20,710
-4,277
221
$955K 0.04%
+18,980
222
$943K 0.04%
3,408
-230
223
$930K 0.04%
20,985
-1,662
224
$927K 0.04%
9,041
+6,607
225
$853K 0.04%
8,988
+398
7 8
9
10 11