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Moira B. Martin

@Essex Savings Bank

Latest period2024 - Q4ReportedManaged Assets$404.017MTotal holdings297
Assets growth rate0.83%Assets growth rate (2-Q avg)4.34%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Essex Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 297 positions.

Assets under management

The assets under management (AUM) of Essex Savings Bank 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 404.017M in assets, with a quarterly growth rate of 0.83% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Moira B. Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Com
Recent Activity
New Position
0.49%
$1.964M
1,916 shares@ $1025.1 avg price
ANETArista Networks Inc Com
Recent Activity
New Position
0.15%
$600,838
5,436 shares@ $110.53 avg price
TILTFlexshares Morningstar Us
Recent Activity
New Position
0.11%
$441,617
2,045 shares@ $215.95 avg price
SPLGSpdr Ser Tr Russell 1000 Etf
Recent Activity
New Position
0.09%
$332,083
4,817 shares@ $68.94 avg price
OKEOneok Inc New Com
Recent Activity
New Position
0.08%
$312,845
3,116 shares@ $100.4 avg price
FSIGFirst Tr Exchange Traded Fd Iv Limited Duration
Recent Activity
New Position
0.08%
$284,387
15,079 shares@ $18.86 avg price
VUGVanguard Index Fds Growth Etf
Recent Activity
New Position
0.07%
$275,815
672 shares@ $410.44 avg price
AWRAmer States Wtr Co Com
Recent Activity
New Position
0.07%
$272,952
3,512 shares@ $77.72 avg price
ISTBIshares Tr Core 1 5 Yr Usd
Recent Activity
New Position
0.07%
$261,300
5,470 shares@ $47.77 avg price
YUMYum Brands Inc Com
Recent Activity
New Position
0.07%
$242,556
1,808 shares@ $134.16 avg price