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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
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 20.68%
1.17%
$41.608M
91,794 shares@ $453.28 avg price
MCDMcdonald's Corp
Recent Activity
Increased 1.84%
1.04%
$37.041M
127,777 shares@ $289.9 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 2.3%
0.92%
$32.772M
553,581 shares@ $59.2 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Increased 9.56%
0.84%
$29.645M
567,701 shares@ $52.22 avg price
VGTVanguard Information Technology Etf
Recent Activity
Increased 0.05%
0.81%
$28.692M
46,143 shares@ $621.8 avg price
RTXRtx Corp
Recent Activity
Increased 2.38%
0.81%
$28.518M
246,437 shares@ $115.73 avg price
CBChubb Ltd
Recent Activity
Increased 3.01%
0.74%
$26.373M
95,451 shares@ $276.3 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.5%
0.72%
$25.575M
50,557 shares@ $505.86 avg price
ORLYO'reilly Automotive Inc
Recent Activity
Increased 0.54%
0.72%
$25.52M
21,521 shares@ $1185.81 avg price
VNQVanguard Real Estate Etf
Recent Activity
Increased 8.38%
0.7%
$24.944M
280,020 shares@ $89.09 avg price