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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
BXBlackstone Inc
Recent Activity
Increased 3.87%
1.3%
$2.345M
13,600 shares@ $172.42 avg price
METAMeta Platforms Inc.
Recent Activity
Increased 4.28%
1.25%
$2.24M
3,826 shares@ $585.51 avg price
LOWLowes Cos Inc.
Recent Activity
Increased 1.85%
1.22%
$2.19M
8,874 shares@ $246.8 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 15.43%
1.03%
$1.849M
8,187 shares@ $225.9 avg price
DGROIshares Core Dividend Growth
Recent Activity
Increased 327.43%
0.96%
$1.716M
27,979 shares@ $61.35 avg price
DLRDigital Realty Trust
Recent Activity
Increased 0.48%
0.93%
$1.663M
9,377 shares@ $177.33 avg price
NEENextera Energy Inc
Recent Activity
Increased 5.32%
0.92%
$1.652M
23,041 shares@ $71.7 avg price
TJXT J X Companies
Recent Activity
Increased 8.69%
0.87%
$1.568M
12,978 shares@ $120.82 avg price
GSGoldman Sachs Group
Recent Activity
Increased 5.06%
0.87%
$1.558M
2,721 shares@ $572.62 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 2.93%
0.85%
$1.523M
12,612 shares@ $120.79 avg price