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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
COPConocophillips
Recent Activity
Increased 8.67%
0.15%
$5.254M
52,982 shares@ $99.18 avg price
USBUs Bancorp
Recent Activity
Increased 1.14%
0.15%
$5.219M
109,109 shares@ $47.83 avg price
MOAltria Group Inc
Recent Activity
Increased 3.32%
0.14%
$4.798M
91,765 shares@ $52.3 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 0.28%
0.13%
$4.507M
62,677 shares@ $71.91 avg price
ELFElf Beauty Inc
Recent Activity
Increased 29078.38%
0.12%
$4.066M
32,388 shares@ $125.55 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
Increased 337.07%
0.12%
$4.002M
31,368 shares@ $127.59 avg price
CMECme Group Inc
Recent Activity
Increased 0.08%
0.12%
$4.001M
17,229 shares@ $232.24 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 49.29%
0.1%
$3.361M
18,471 shares@ $181.96 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Increased 383152.78%
0.09%
$3.146M
137,971 shares@ $22.81 avg price
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
Increased 0.57%
0.09%
$2.936M
63,731 shares@ $46.07 avg price