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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
GLDDGreat Lakes Dredge & Dock Corp
Recent Activity
New Position
0.02%
$451,600
40,000 shares@ $11.29 avg price
LBTYALiberty Global Ltd
Recent Activity
New Position
0.02%
$442,772
34,700 shares@ $12.76 avg price
FWONALiberty Media Corp-liberty Formula One
Recent Activity
New Position
0.02%
$422,301
5,025 shares@ $84.04 avg price
MACKMerrimack Pharmaceuticals Inc
Recent Activity
New Position
0.02%
$370,685
24,500 shares@ $15.13 avg price
RDIReading International Inc
Recent Activity
New Position
0.01%
$354,349
268,446 shares@ $1.33 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.01%
$344,411
3,116 shares@ $110.53 avg price
ACWXIshares Msci Acwi Ex Us Etf
Recent Activity
New Position
0.01%
$328,347
6,295 shares@ $52.16 avg price
SSPEw Scripps Co The
Recent Activity
New Position
0.01%
$320,450
145,000 shares@ $2.21 avg price
AIMFFAimia Inc
Recent Activity
New Position
0.01%
$313,782
168,700 shares@ $1.86 avg price
LRCXLam Research Corp Com Usd0.001 (p S)
Recent Activity
New Position
0.01%
$295,999
4,098 shares@ $72.24 avg price