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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
VOOVanguard S&p 500 Etf
Recent Activity
Increased 337.49%
0.32%
$11.154M
20,702 shares@ $538.82 avg price
GSGoldman Sachs Group Inc The
Recent Activity
Increased 52.52%
0.31%
$10.886M
19,011 shares@ $572.63 avg price
ETREntergy Corp
Recent Activity
Increased 77.24%
0.31%
$10.711M
141,268 shares@ $75.83 avg price
CRMSalesforce Inc
Recent Activity
Increased 9.87%
0.3%
$10.337M
30,919 shares@ $334.33 avg price
MSMorgan Stanley
Recent Activity
Increased 49%
0.29%
$10.01M
79,624 shares@ $125.72 avg price
VHTVanguard Health Care Etf
Recent Activity
Increased 0.49%
0.28%
$9.904M
39,038 shares@ $253.69 avg price
ETNEaton Corp Plc
Recent Activity
Increased 31.11%
0.28%
$9.871M
29,744 shares@ $331.87 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
Increased 14.72%
0.27%
$9.611M
59,414 shares@ $161.78 avg price
MMITNyli Mackay Muni Intermediate Etf
Recent Activity
Increased 69.22%
0.25%
$8.709M
362,707 shares@ $24.01 avg price
QCOMQualcomm Inc
Recent Activity
Increased 133.54%
0.25%
$8.608M
56,032 shares@ $153.63 avg price