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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
GEVGe Vernova Inc Com
Recent Activity
New Position
0.06%
$234,844
714 shares@ $328.92 avg price
GUNRFlexshares Tr Mornstar Upstr
Recent Activity
New Position
0.06%
$231,648
6,371 shares@ $36.36 avg price
FIFiserv Inc
Recent Activity
New Position
0.06%
$228,013
1,110 shares@ $205.42 avg price
EXEChesapeake Energy Corp Com
Recent Activity
New Position
0.06%
$225,977
2,270 shares@ $99.55 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
New Position
0.06%
$225,473
659 shares@ $342.15 avg price
AGGIshares Tr Index Barcly Usagg B
Recent Activity
New Position
0.06%
$221,415
2,285 shares@ $96.9 avg price
JEPIJ P Morgan Exchange-traded Fequity Premium
Recent Activity
New Position
0.06%
$219,092
3,809 shares@ $57.52 avg price
BKNGBooking Hldgs Inc.com
Recent Activity
New Position
0.06%
$218,608
44 shares@ $4968.37 avg price
LRCXLam Research Corp Com
Recent Activity
New Position
0.06%
$214,419
2,969 shares@ $72.22 avg price
WECWec Energy Group Inc Com
Recent Activity
New Position
0.06%
$211,490
2,249 shares@ $94.04 avg price