Daken Vanderburg

@Massmutual Private Wealth & Trust, Fsb

Latest period2024 - Q4

Reported3d 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
WBDWarner Bros Discovery Inc Recent Activity Increased 2914.13%	0.04%	$1.202M 113,723 shares@ $10.57 avg price	Increased 2914.13%
TRMBTrimble Inc Recent Activity Increased 3560.49%	0.04%	$1.185M 16,765 shares@ $70.67 avg price	Increased 3560.49%
JIREJpmorgan International Research Enhanced Equity Etf Recent Activity Increased 3.79%	0.03%	$1.066M 18,227 shares@ $58.52 avg price	Increased 3.79%
IWBIshares Russell 1000 Etf Recent Activity Increased 0.16%	0.03%	$1.056M 3,277 shares@ $322.16 avg price	Increased 0.16%
ADXAdams Diversified Equity Fund Inc Recent Activity Increased 9.46%	0.03%	$1.038M 51,405 shares@ $20.21 avg price	Increased 9.46%
FLMIFranklin Dynamic Municipal Bond Etf Recent Activity Increased 23%	0.03%	$942,116 38,556 shares@ $24.44 avg price	Increased 23%
XLKTechnology Select Sector Spdr Fund Recent Activity Increased 0.89%	0.03%	$930,778 4,003 shares@ $232.53 avg price	Increased 0.89%
AFLAflac Inc Recent Activity Increased 504.87%	0.03%	$925,995 8,952 shares@ $103.45 avg price	Increased 504.87%
ORealty Income Corp Recent Activity Increased 2.38%	0.03%	$921,750 17,258 shares@ $53.42 avg price	Increased 2.38%
SCHBSchwab Us Broad Market Etf Recent Activity Increased 196.74%	0.03%	$875,653 38,575 shares@ $22.71 avg price	Increased 196.74%