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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
MCDMcdonald's Corp
Recent Activity
Increased 1.84%
1.04%
$37.041M
127,777 shares@ $289.9 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.83%
1.01%
$35.963M
398,043 shares@ $90.35 avg price
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
CSCOCisco Systems Inc
Recent Activity
Increased 2.3%
0.92%
$32.772M
553,581 shares@ $59.2 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
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