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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
TGTTarget Corporation
Recent Activity
Increased 0.08%
1.1%
$4.405M
32,588 shares@ $135.18 avg price
VRSKVerisk Analytics Inc Cl A
Recent Activity
Decreased -0.02%
1.07%
$4.305M
15,630 shares@ $275.42 avg price
WMTWal-mart
Recent Activity
Increased 0.69%
1.03%
$4.136M
45,773 shares@ $90.35 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
Increased 4.01%
0.89%
$3.584M
7,011 shares@ $511.22 avg price
SPYSpdr Tr Unit Ser 1
Recent Activity
Increased 8.89%
0.84%
$3.374M
5,757 shares@ $586.08 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.79%
0.83%
$3.319M
33,367 shares@ $99.48 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.66%
0.76%
$3.065M
20,156 shares@ $152.06 avg price
RTXRtx Corporation Com
Recent Activity
Increased 3.23%
0.75%
$3.027M
26,154 shares@ $115.72 avg price
METAFacebook Inc Cl A
Recent Activity
Decreased -2.08%
0.74%
$2.972M
5,076 shares@ $585.51 avg price
VEAVanguard Tax-managed Fd Europe Pac Etf
Recent Activity
Decreased -0.52%
0.62%
$2.49M
52,075 shares@ $47.81 avg price