Daken Vanderburg

@Massmutual Private Wealth & Trust, Fsb

Latest period2024 - Q4

Reported3d 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
VMBSVanguard Mortgage-backed Securities Etf Recent Activity Increased 0.25%	0.24%	$8.293M 182,906 shares@ $45.34 avg price	Increased 0.25%
PYPLPaypal Holdings Inc Recent Activity Increased 4.48%	0.22%	$7.813M 91,539 shares@ $85.36 avg price	Increased 4.48%
GDXVaneck Gold Miners Etf Usa Recent Activity Increased 2.17%	0.22%	$7.521M 221,806 shares@ $33.91 avg price	Increased 2.17%
GVIIshares Intermediate Government Credit Bond Etf Recent Activity Increased 80.04%	0.19%	$6.482M 62,187 shares@ $104.23 avg price	Increased 80.04%
PNCPnc Financial Services Group Inc The Recent Activity Increased 11.94%	0.18%	$6.169M 31,988 shares@ $192.86 avg price	Increased 11.94%
MAMastercard Inc Recent Activity Increased 1.24%	0.17%	$5.885M 11,176 shares@ $526.57 avg price	Increased 1.24%
BIVVanguard Intermediate-term Bond Etf Recent Activity Increased 14.14%	0.17%	$5.869M 78,530 shares@ $74.74 avg price	Increased 14.14%
TELTe Connectivity Plc Recent Activity Increased 10.13%	0.16%	$5.62M 39,309 shares@ $142.98 avg price	Increased 10.13%
PFFIshares Preferred And Income Securities Etf Recent Activity Increased 3.19%	0.15%	$5.334M 169,652 shares@ $31.45 avg price	Increased 3.19%
BLVVanguard Long-term Bond Etf Recent Activity Increased 1.02%	0.15%	$5.299M 77,434 shares@ $68.44 avg price	Increased 1.02%