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Daken Vanderburg

@Massmutual Private Wealth & Trust, Fsb

Latest period2024 - Q4ReportedManaged Assets$3.564BTotal holdings2334
Assets growth rate1.52%Assets growth rate (2-Q avg)4.03%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Massmutual Private Wealth & Trust, Fsb's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2334 positions.

Assets under management

The assets under management (AUM) of Massmutual Private Wealth & Trust, Fsb over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.564B in assets, with a quarterly growth rate of 1.52% and a 2-quarter average growth rate of 4.03%. The portfolio is managed by Daken Vanderburg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 1.72%
5.16%
$183.828M
734,077 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.34%
4.47%
$159.035M
377,308 shares@ $421.5 avg price
NVDANvidia Corp
Recent Activity
Decreased -2.66%
4.29%
$152.734M
1.137M shares@ $134.3 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 6.25%
3.83%
$136.446M
516,587 shares@ $264.13 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.85%
2.92%
$103.832M
473,274 shares@ $219.4 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.31%
2.12%
$75.237M
313,868 shares@ $239.71 avg price
DFASDimensional Us Small Cap Etf
Recent Activity
Increased 7.16%
2.01%
$71.29M
1.095M shares@ $65.09 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 7.37%
1.95%
$69.431M
1.452M shares@ $47.83 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.69%
1.94%
$68.836M
363,637 shares@ $189.3 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.92%
1.62%
$57.632M
98,430 shares@ $585.51 avg price