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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
EMREmerson Electric Co
Recent Activity
Decreased -2.93%
0.22%
$7.562M
61,017 shares@ $123.94 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
Decreased -3.16%
0.21%
$7.449M
37,586 shares@ $198.18 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -4.82%
0.21%
$7.245M
64,054 shares@ $113.12 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -8.18%
0.2%
$7.093M
24,476 shares@ $289.82 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -2.05%
0.2%
$6.944M
13,942 shares@ $498.03 avg price
SOSouthern Co The
Recent Activity
Decreased -3.45%
0.2%
$6.919M
84,049 shares@ $82.33 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -4.36%
0.2%
$6.831M
61,848 shares@ $110.46 avg price
CRWDCrowdstrike Holdings Inc
Recent Activity
Decreased -4.45%
0.19%
$6.671M
19,496 shares@ $342.16 avg price
MCHPMicrochip Technology Inc
Recent Activity
Decreased -2.78%
0.19%
$6.424M
112,016 shares@ $57.36 avg price
ZTSZoetis Inc
Recent Activity
Decreased -5.07%
0.18%
$6.113M
37,522 shares@ $162.93 avg price