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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
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -7.27%
1.5%
$53.213M
854,006 shares@ $62.32 avg price
VVisa Inc
Recent Activity
Decreased -1.65%
1.43%
$50.864M
160,942 shares@ $316.05 avg price
PGProcter & Gamble Co The
Recent Activity
Decreased -1.72%
1.35%
$47.781M
285,003 shares@ $167.66 avg price
HDHome Depot Inc The
Recent Activity
Increased 1.06%
1.28%
$45.521M
117,024 shares@ $389.0 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.16%
1.28%
$45.468M
238,750 shares@ $190.44 avg price
CVXChevron Corp
Recent Activity
Decreased -3.69%
1.25%
$44.456M
306,930 shares@ $144.84 avg price
AVGOBroadcom Inc
Recent Activity
Increased 8.14%
1.23%
$43.748M
188,698 shares@ $231.84 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -11.12%
1.22%
$43.2M
571,359 shares@ $75.62 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 20.68%
1.17%
$41.608M
91,794 shares@ $453.28 avg price
AMPAmeriprise Financial Inc
Recent Activity
Decreased -0.42%
1.11%
$39.286M
73,786 shares@ $532.44 avg price