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
COFCapital One Financial Corp Recent Activity Increased 0.12%	0.05%	$1.655M 9,282 shares@ $178.32 avg price	Increased 0.12%
ITMVaneck Intermediate Muni Etf Recent Activity Increased 23.03%	0.05%	$1.614M 35,008 shares@ $46.11 avg price	Increased 23.03%
SCHGSchwab U.s. Large-cap Growth Etf Recent Activity Increased 348.84%	0.05%	$1.573M 56,427 shares@ $27.87 avg price	Increased 348.84%
SHMSpdr Nuveen Bloomberg Short Term Municipal Bond Etf Recent Activity Increased 22.86%	0.05%	$1.568M 33,081 shares@ $47.4 avg price	Increased 22.86%
EWEdwards Lifesciences Corp Recent Activity Increased 1.23%	0.05%	$1.56M 21,076 shares@ $74.03 avg price	Increased 1.23%
FTNTFortinet Inc Recent Activity Increased 1313.82%	0.05%	$1.537M 16,273 shares@ $94.48 avg price	Increased 1313.82%
IAUIshares Gold Trust Recent Activity Increased 3.7%	0.05%	$1.469M 29,670 shares@ $49.52 avg price	Increased 3.7%
TJXTjx Cos Inc The Recent Activity Increased 69.27%	0.04%	$1.324M 10,963 shares@ $120.81 avg price	Increased 69.27%
MUBIshares National Muni Bond Etf Recent Activity Increased 31.05%	0.04%	$1.277M 11,981 shares@ $106.56 avg price	Increased 31.05%
LBRDALiberty Broadband Corp Recent Activity Increased 269566.67%	0.04%	$1.203M 16,180 shares@ $74.37 avg price	Increased 269566.67%