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
SPSBSpdr Portfolio Short Term Corporate Bond Etf Recent Activity Increased 8.61%	0.09%	$2.908M 97,384 shares@ $29.86 avg price	Increased 8.61%
ZBHZimmer Biomet Holdings Inc Recent Activity Increased 42.94%	0.09%	$2.881M 27,270 shares@ $105.63 avg price	Increased 42.94%
FTVFortive Corp Recent Activity Increased 11.33%	0.08%	$2.83M 37,731 shares@ $75.0 avg price	Increased 11.33%
TIPIshares Tips Bond Etf Recent Activity Increased 32.25%	0.08%	$2.656M 24,926 shares@ $106.55 avg price	Increased 32.25%
PREFPrincipal Spectrum Preferred Securities Active Etf Recent Activity Increased 24.27%	0.08%	$2.622M 140,891 shares@ $18.62 avg price	Increased 24.27%
VRTXVertex Pharmaceuticals Inc Recent Activity Increased 139.99%	0.08%	$2.514M 6,242 shares@ $402.7 avg price	Increased 139.99%
VBVanguard Small-cap Etf Recent Activity Increased 1.35%	0.07%	$2.438M 10,145 shares@ $240.29 avg price	Increased 1.35%
CSLCarlisle Cos Inc Recent Activity Increased 207.73%	0.07%	$2.307M 6,256 shares@ $368.84 avg price	Increased 207.73%
WFCWells Fargo & Co Recent Activity Increased 29.35%	0.07%	$2.234M 31,804 shares@ $70.25 avg price	Increased 29.35%
JAZZJazz Pharmaceuticals Plc Recent Activity Increased 26389.56%	0.07%	$2.186M 17,748 shares@ $123.15 avg price	Increased 26389.56%