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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
LECOLincoln Electric Holdings Inc
Recent Activity
Increased 2.31%
0.45%
$15.739M
83,956 shares@ $187.47 avg price
CMCSAComcast Corp
Recent Activity
Increased 18.83%
0.44%
$15.638M
416,693 shares@ $37.53 avg price
RMDResmed Inc
Recent Activity
Increased 1.57%
0.43%
$15.23M
66,597 shares@ $228.7 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.28%
0.42%
$14.934M
138,833 shares@ $107.58 avg price
AOSA O Smith Corp
Recent Activity
Increased 0.9%
0.41%
$14.546M
213,252 shares@ $68.22 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 7.44%
0.41%
$14.356M
15,668 shares@ $916.27 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 1.95%
0.36%
$12.744M
27,156 shares@ $469.29 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 20.66%
0.35%
$12.28M
53,850 shares@ $228.04 avg price
NOWServicenow Inc
Recent Activity
Increased 7.72%
0.35%
$12.209M
11,517 shares@ $1060.12 avg price
STZConstellation Brands Inc
Recent Activity
Increased 0.38%
0.33%
$11.666M
52,787 shares@ $221.0 avg price