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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
BLKBlackrock Inc
Recent Activity
New Position
0.6%
$21.353M
20,830 shares@ $1025.11 avg price
MCEMMonarch Cement Co The
Recent Activity
New Position
0.04%
$1.362M
6,238 shares@ $218.34 avg price
XJHIshares Esg Screened S&p Mid-cap Etf
Recent Activity
New Position
0.03%
$958,881
22,920 shares@ $41.84 avg price
ESGEIshares Esg Aware Msci Em Etf
Recent Activity
New Position
0.03%
$771,877
23,117 shares@ $33.4 avg price
LILALiberty Latin America Ltd
Recent Activity
New Position
0.03%
$753,495
118,474 shares@ $6.37 avg price
CNRDConrad Industries Inc
Recent Activity
New Position
0.02%
$637,833
52,068 shares@ $12.25 avg price
PDLBPonce Financial Group Inc
Recent Activity
New Position
0.02%
$534,300
41,100 shares@ $13.0 avg price
BFCCBankfirst Capital Corp
Recent Activity
New Position
0.02%
$528,000
13,118 shares@ $40.26 avg price
PLSDFPulse Seismic Inc
Recent Activity
New Position
0.02%
$501,652
302,200 shares@ $1.66 avg price
MFBPM&f Bancorp Inc Nc
Recent Activity
New Position
0.02%
$457,443
22,964 shares@ $19.93 avg price