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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
DLRDigital Realty Trust Inc
Recent Activity
Decreased -3.73%
0.13%
$4.575M
25,798 shares@ $177.33 avg price
PMPhilip Morris International Inc
Recent Activity
Decreased -3.38%
0.13%
$4.574M
38,007 shares@ $120.35 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -2.74%
0.13%
$4.505M
11,781 shares@ $382.41 avg price
CCICrown Castle Inc
Recent Activity
Decreased -19.17%
0.13%
$4.345M
47,879 shares@ $90.76 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -8.12%
0.13%
$4.314M
36,945 shares@ $116.76 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -5.91%
0.12%
$4.02M
16,290 shares@ $246.8 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -6.74%
0.12%
$3.979M
94,111 shares@ $42.28 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -6.42%
0.11%
$3.919M
31,076 shares@ $126.11 avg price
MARMarriott International Inc Md
Recent Activity
Decreased -26.54%
0.11%
$3.858M
13,832 shares@ $278.94 avg price
DOWDow Inc
Recent Activity
Decreased -60.29%
0.11%
$3.815M
95,072 shares@ $40.13 avg price