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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
TRIPTripadvisor Inc
Recent Activity
New Position
0.01%
$295,400
20,000 shares@ $14.77 avg price
CLSTCatalyst Bancorp Inc
Recent Activity
New Position
0.01%
$268,156
22,783 shares@ $11.78 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
New Position
0.01%
$251,850
5,000 shares@ $50.37 avg price
LEELee Enterprises Inc Com Usd0.01(post Rev Split)
Recent Activity
New Position
0.01%
$213,674
14,457 shares@ $14.78 avg price
SOBOSouth Bow Corp
Recent Activity
New Position
0.01%
$213,238
9,047 shares@ $23.58 avg price
LFCRLifecore Biomedical Inc
Recent Activity
New Position
0.01%
$208,783
28,100 shares@ $7.43 avg price
UBABUnited Bancorp Of Alabama Inc
Recent Activity
New Position
0.01%
$193,686
3,398 shares@ $57.0 avg price
WMPNWilliam Penn Bancorp
Recent Activity
New Position
0.01%
$178,860
14,905 shares@ $12.0 avg price
LTRPALiberty Tripadvisor Holdings Inc
Recent Activity
New Position
0.01%
$176,638
746,885 shares@ $0.24 avg price
QRTEAQurate Retail Inc
Recent Activity
New Position
0.01%
$156,063
472,917 shares@ $0.34 avg price