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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
VOTVanguard Mid-cap Growth Etf
Recent Activity
Decreased -2.15%
0.26%
$9.114M
35,916 shares@ $253.75 avg price
BBUSJpmorgan Betabuilders Us Equity Etf
Recent Activity
Decreased -5.99%
0.25%
$8.828M
83,346 shares@ $105.92 avg price
XYLXylem Inc Ny
Recent Activity
Decreased -11.34%
0.25%
$8.792M
75,780 shares@ $116.03 avg price
PAYXPaychex Inc
Recent Activity
Decreased -2.81%
0.25%
$8.671M
61,837 shares@ $140.22 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -1.58%
0.25%
$8.581M
18,564 shares@ $462.24 avg price
VISVanguard Industrials Etf
Recent Activity
Decreased -1.67%
0.24%
$8.279M
32,545 shares@ $254.4 avg price
PRUPrudential Financial Inc
Recent Activity
Decreased -1.34%
0.23%
$8.024M
67,697 shares@ $118.53 avg price
VOXVanguard Communication Services Etf
Recent Activity
Decreased -3.09%
0.23%
$7.905M
51,013 shares@ $154.96 avg price
MDTMedtronic Plc
Recent Activity
Decreased -5.19%
0.22%
$7.661M
95,905 shares@ $79.88 avg price
WCNWaste Connections Inc
Recent Activity
Decreased -2.41%
0.22%
$7.624M
44,435 shares@ $171.58 avg price