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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
Exited
0%
$21.702M
22,856 shares@ $949.52 avg price
GOVTIshares U.s. Treasury Bond Etf
Recent Activity
Exited
0%
$365,070
15,568 shares@ $23.46 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$338,673
415 shares@ $816.08 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$277,886
724 shares@ $383.83 avg price
VGLTVanguard Long-term Treasury Etf
Recent Activity
Exited
0%
$133,296
2,166 shares@ $61.55 avg price
DXJWisdomtree Japan Hedged Equity Fund
Recent Activity
Exited
0%
$132,500
1,250 shares@ $106.0 avg price
IWVIshares Russell 3000 Etf
Recent Activity
Exited
0%
$119,256
365 shares@ $326.73 avg price
EFAVIshares Msci Eafe Min Vol Factor Etf
Recent Activity
Exited
0%
$67,223
876 shares@ $76.74 avg price
JNKSpdr Bloomberg High Yield Bond Etf
Recent Activity
Exited
0%
$61,217
626 shares@ $97.8 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$58,400
2,193 shares@ $26.64 avg price