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
USXFIshares Esg Advanced Msci Usa Etf Recent Activity New Position	0.01%	$149,309 3,003 shares@ $49.72 avg price	New Position
LCTUBlackrock U.s. Carbon Transition Readiness Etf Recent Activity New Position	0.01%	$149,237 2,330 shares@ $64.06 avg price	New Position
ESGUIshares Esg Aware Msci Usa Etf Recent Activity New Position	0.01%	$120,318 934 shares@ $128.83 avg price	New Position
BCATBlackrock Capital Allocation Term Trust Recent Activity New Position	0.01%	$111,837 7,382 shares@ $15.15 avg price	New Position
LILAKLiberty Latin America Ltd Recent Activity New Position	0.01%	$93,794 14,794 shares@ $6.35 avg price	New Position
NECBNortheast Community Bancorp Inc Recent Activity New Position	0.01%	$86,515 3,537 shares@ $24.46 avg price	New Position
IGVIshares Expanded Tech-software Sector Etf Recent Activity New Position	0.01%	$71,285 712 shares@ $100.12 avg price	New Position
LBTYKLiberty Global Ltd Recent Activity New Position	0.01%	$66,278 5,044 shares@ $13.14 avg price	New Position
KNGFt Vest S&p 500 Dividend Aristocrats Target Income Etf Recent Activity New Position	0.01%	$62,763 1,250 shares@ $50.22 avg price	New Position
FDNFirst Trust Dow Jones Internet Index Fund Recent Activity New Position	0.01%	$60,793 250 shares@ $243.18 avg price	New Position