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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
MDYSpdr S&p Midcap 400 Etf Trust
Recent Activity
Decreased -1.63%
0.97%
$34.224M
60,087 shares@ $569.58 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.58%
0.95%
$33.592M
189,039 shares@ $177.7 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.87%
0.88%
$31.263M
70,304 shares@ $444.69 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.01%
0.88%
$31.098M
204,510 shares@ $152.07 avg price
BACBank Of America Corp
Recent Activity
Decreased -1.28%
0.86%
$30.494M
693,824 shares@ $43.96 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -22.39%
0.79%
$27.869M
192,704 shares@ $144.62 avg price
FIFiserv Inc
Recent Activity
Decreased -1.36%
0.79%
$27.849M
135,569 shares@ $205.43 avg price
VGSHVanguard Short-term Treasury Etf
Recent Activity
Decreased -15.15%
0.77%
$27.151M
466,665 shares@ $58.19 avg price
IJRIshares Core S&p Small-cap Etf
Recent Activity
Decreased -0.51%
0.75%
$26.483M
229,845 shares@ $115.23 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -6.83%
0.7%
$24.935M
47,931 shares@ $520.23 avg price