test

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
RTXRtx Corp
Recent Activity
Increased 2.38%
0.81%
$28.518M
246,437 shares@ $115.73 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -22.39%
0.79%
$27.869M
192,704 shares@ $144.62 avg price
FIFiserv Inc
Recent Activity
Decreased -1.36%
0.79%
$27.849M
135,569 shares@ $205.43 avg price
VGSHVanguard Short-term Treasury Etf
Recent Activity
Decreased -15.15%
0.77%
$27.151M
466,665 shares@ $58.19 avg price
IJRIshares Core S&p Small-cap Etf
Recent Activity
Decreased -0.51%
0.75%
$26.483M
229,845 shares@ $115.23 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
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -6.83%
0.7%
$24.935M
47,931 shares@ $520.23 avg price