Daken Vanderburg

@Massmutual Private Wealth & Trust, Fsb

Latest period2024 - Q4

Reported2d 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
MRKMerck & Co Inc Recent Activity Decreased -8.7%	0.35%	$12.46M 125,253 shares@ $99.48 avg price	Decreased -8.7%
VFHVanguard Financials Etf Recent Activity Decreased -0.44%	0.35%	$12.391M 104,948 shares@ $118.07 avg price	Decreased -0.44%
DISWalt Disney Co The Recent Activity Decreased -6.18%	0.34%	$11.956M 107,370 shares@ $111.36 avg price	Decreased -6.18%
LMTLockheed Martin Corp Recent Activity Decreased -2.37%	0.32%	$11.35M 23,356 shares@ $485.95 avg price	Decreased -2.37%
WMWaste Management Inc Recent Activity Decreased -4.17%	0.31%	$10.979M 54,409 shares@ $201.79 avg price	Decreased -4.17%
KOCoca-cola Co The Recent Activity Decreased -2.86%	0.3%	$10.535M 169,205 shares@ $62.26 avg price	Decreased -2.86%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Decreased -15.81%	0.3%	$10.511M 181,219 shares@ $58.0 avg price	Decreased -15.81%
VCRVanguard Consumer Discretionary Etf Recent Activity Decreased -2.14%	0.3%	$10.389M 27,675 shares@ $375.39 avg price	Decreased -2.14%
VBKVanguard Small-cap Growth Etf Recent Activity Decreased -3.8%	0.29%	$10.216M 36,477 shares@ $280.07 avg price	Decreased -3.8%
VCITVanguard Intermediate-term Corporate Bond Etf Recent Activity Decreased -1.04%	0.27%	$9.49M 118,230 shares@ $80.27 avg price	Decreased -1.04%