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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
Exited
0%
$1.807M
1,903 shares@ $949.51 avg price
MUBIshares Tr National Mun Etf
Recent Activity
Exited
0%
$714,241
6,575 shares@ $108.63 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$520,459
1,356 shares@ $383.82 avg price
SYYSysco Corp Com
Recent Activity
Exited
0%
$293,422
3,759 shares@ $78.06 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Exited
0%
$285,863
3,806 shares@ $75.11 avg price
USMVIshares Tr Usa Min Vol Etf
Recent Activity
Exited
0%
$280,958
3,077 shares@ $91.31 avg price
PLDPrologis Inc Com
Recent Activity
Exited
0%
$249,400
1,975 shares@ $126.28 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$244,006
299 shares@ $816.08 avg price
ELVElevance Health Inc Com
Recent Activity
Exited
0%
$236,080
454 shares@ $520.0 avg price
VXUSVanguard Star Fd Vg Tl Intl Stk F
Recent Activity
Exited
0%
$219,400
3,389 shares@ $64.74 avg price