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MICHELLE WICKHAM

@Norway Savings Bank

Latest period2024 - Q4ReportedManaged Assets$180.53MTotal holdings105
Assets growth rate-2.09%Assets growth rate (2-Q avg)1.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Norway Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Norway Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 180.53M in assets, with a quarterly growth rate of -2.09% and a 2-quarter average growth rate of 1.51%. The portfolio is managed by MICHELLE WICKHAM, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc.
Recent Activity
Decreased -0.68%
6.28%
$11.336M
45,267 shares@ $250.43 avg price
NVDANvidia Corp
Recent Activity
Decreased -1.64%
3.76%
$6.779M
50,481 shares@ $134.29 avg price
ORCLOracle Corp.
Recent Activity
Decreased -2.62%
2.71%
$4.891M
29,352 shares@ $166.64 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Decreased -0.94%
2.27%
$4.091M
9,026 shares@ $453.28 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -1.78%
2.24%
$4.031M
5,221 shares@ $772.0 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.01%
2.15%
$3.88M
34,301 shares@ $113.11 avg price
APHAmphenol Corp
Recent Activity
Decreased -0.32%
2.05%
$3.685M
53,061 shares@ $69.45 avg price
PGProcter & Gamble
Recent Activity
Decreased -0.66%
1.94%
$3.502M
20,886 shares@ $167.66 avg price
CVXChevron Corp
Recent Activity
Decreased -0.86%
1.85%
$3.326M
22,965 shares@ $144.85 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.33%
1.71%
$3.076M
28,594 shares@ $107.57 avg price