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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
WMBWilliams Cos Inc The
Recent Activity
Decreased -4.27%
0.17%
$5.909M
109,180 shares@ $54.13 avg price
ENBEnbridge Inc
Recent Activity
Decreased -2.43%
0.17%
$5.862M
138,162 shares@ $42.44 avg price
PSAPublic Storage
Recent Activity
Decreased -11.18%
0.16%
$5.58M
18,634 shares@ $299.45 avg price
INGRIngredion Inc
Recent Activity
Decreased -2.26%
0.16%
$5.427M
39,453 shares@ $137.57 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -47.42%
0.16%
$5.42M
59,392 shares@ $91.25 avg price
GMGeneral Motors Co
Recent Activity
Decreased -16.09%
0.15%
$5.221M
98,009 shares@ $53.27 avg price
AEPAmerican Electric Power Co Inc
Recent Activity
Decreased -1%
0.15%
$5.099M
55,282 shares@ $92.24 avg price
VDCVanguard Consumer Staples Etf
Recent Activity
Decreased -0.16%
0.14%
$4.941M
23,376 shares@ $211.39 avg price
VLOValero Energy Corp
Recent Activity
Decreased -9.06%
0.14%
$4.727M
38,562 shares@ $122.6 avg price
ROLRollins Inc
Recent Activity
Decreased -3.15%
0.13%
$4.622M
99,723 shares@ $46.35 avg price