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
JAVAJpmorgan Active Value Etf Recent Activity Increased 9.68%	0.06%	$2.138M 33,768 shares@ $63.3 avg price	Increased 9.68%
WCCWesco International Inc Recent Activity Increased 12056.25%	0.06%	$2.112M 11,670 shares@ $180.96 avg price	Increased 12056.25%
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Increased 6.51%	0.06%	$1.921M 19,827 shares@ $96.9 avg price	Increased 6.51%
IBMInternational Business Machines Corp Recent Activity Increased 3.02%	0.06%	$1.918M 8,725 shares@ $219.84 avg price	Increased 3.02%
EDConsolidated Edison Inc Recent Activity Increased 0.77%	0.06%	$1.913M 21,435 shares@ $89.23 avg price	Increased 0.77%
TXNTexas Instruments Inc Recent Activity Increased 0.76%	0.06%	$1.833M 9,773 shares@ $187.51 avg price	Increased 0.76%
NFLXNetflix Inc Recent Activity Increased 18.02%	0.06%	$1.822M 2,044 shares@ $891.32 avg price	Increased 18.02%
BBINJpmorgan Betabuilders International Equity Etf Recent Activity Increased 2.68%	0.06%	$1.795M 31,439 shares@ $57.11 avg price	Increased 2.68%
TLHIshares 10-20 Year Treasury Bond Etf Recent Activity Increased 16.72%	0.05%	$1.718M 17,257 shares@ $99.55 avg price	Increased 16.72%
ANFAbercrombie & Fitch Co Recent Activity Increased 39.96%	0.05%	$1.672M 11,187 shares@ $149.48 avg price	Increased 39.96%