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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
CSCOCisco
Recent Activity
Decreased -1.51%
0.53%
$2.102M
35,512 shares@ $59.2 avg price
IVWIshares Tr S&p 500 Grwt Etf
Recent Activity
Decreased -0.55%
0.46%
$1.819M
17,911 shares@ $101.53 avg price
IBMIntl Business Machines Com
Recent Activity
Decreased -0.88%
0.44%
$1.75M
7,960 shares@ $219.83 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Decreased -1.28%
0.42%
$1.683M
1,837 shares@ $916.27 avg price
VOOGVanguard Admiral Fds Inc 500 Grth Idx F
Recent Activity
Decreased -1.11%
0.41%
$1.623M
4,433 shares@ $366.05 avg price
SCHWSchwab Charles Corp New Com
Recent Activity
Decreased -0.54%
0.41%
$1.618M
21,864 shares@ $74.01 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -0.56%
0.4%
$1.612M
3,317 shares@ $485.94 avg price
IWFIshares Tr Index Russell1000grw
Recent Activity
Decreased -2.47%
0.37%
$1.471M
3,662 shares@ $401.57 avg price
GDGeneral Dynamics Corporation
Recent Activity
Decreased -1.32%
0.36%
$1.436M
5,450 shares@ $263.48 avg price
JPSTJp Morgan Etf Ultra Short Income
Recent Activity
Decreased -0.35%
0.36%
$1.433M
28,446 shares@ $50.36 avg price