Daken Vanderburg

@Massmutual Private Wealth & Trust, Fsb

Latest period2024 - Q4

Reported2d ago

Managed Assets$3.564B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FELGFidelity Enhanced Large Cap Growth Etf Recent Activity Exited	0%	$51,894 1,564 shares@ $33.19 avg price	Exited
MGKVanguard Mega Cap Growth Etf Recent Activity Exited	0%	$48,293 150 shares@ $321.96 avg price	Exited
SMCISuper Micro Computer Inc Recent Activity Exited	0%	$47,886 115 shares@ $416.4 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$47,815 664 shares@ $72.02 avg price	Exited
MBBIshares Mbs Etf Recent Activity Exited	0%	$44,456 464 shares@ $95.82 avg price	Exited
SWNSouthwestern Energy Co Recent Activity Exited	0%	$40,022 5,629 shares@ $7.11 avg price	Exited
MGVVanguard Mega Cap Value Etf Recent Activity Exited	0%	$36,175 282 shares@ $128.29 avg price	Exited
MPBMid Penn Bancorp Inc Recent Activity Exited	0%	$35,796 1,200 shares@ $29.83 avg price	Exited
VNQIVanguard Global Ex-u.s. Real Estate Etf Recent Activity Exited	0%	$28,709 612 shares@ $46.92 avg price	Exited
BEPCBrookfield Renewable Corp Recent Activity Exited	0%	$27,467 841 shares@ $32.66 avg price	Exited