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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
SYKStryker Corp
Recent Activity
Decreased -2.19%
0.69%
$24.354M
67,641 shares@ $360.05 avg price
DHRDanaher Corp
Recent Activity
Decreased -0.18%
0.65%
$23.165M
100,915 shares@ $229.55 avg price
HONHoneywell International Inc
Recent Activity
Decreased -4.21%
0.65%
$23.119M
102,345 shares@ $225.89 avg price
ACNAccenture Plc
Recent Activity
Decreased -3.87%
0.55%
$19.509M
55,457 shares@ $351.79 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.45%
0.51%
$18.155M
253,244 shares@ $71.69 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.73%
0.51%
$17.983M
449,698 shares@ $39.99 avg price
TSLATesla Inc
Recent Activity
Decreased -13.2%
0.48%
$16.791M
41,579 shares@ $403.84 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Decreased -12.2%
0.4%
$14.137M
321,004 shares@ $44.04 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -1.39%
0.38%
$13.348M
63,475 shares@ $210.28 avg price
KMXCarmax Inc
Recent Activity
Decreased -0.43%
0.36%
$12.754M
155,998 shares@ $81.76 avg price