Moira B. Martin

@Essex Savings Bank

Latest period2024 - Q4

Reported5d ago

Managed Assets$404.017M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ALLAllstate Corp Com Recent Activity New Position	0.06%	$208,016 1,079 shares@ $192.79 avg price	New Position
WMBWilliams Cos Inc Com Recent Activity New Position	0.06%	$207,456 3,834 shares@ $54.11 avg price	New Position
RCLRoyal Caribbean Cruises Ltd Com Recent Activity New Position	0.06%	$207,157 898 shares@ $230.69 avg price	New Position
SPTSSpdr Ser Tru Portolio Sh Tsr Recent Activity New Position	0.06%	$205,929 7,101 shares@ $29.0 avg price	New Position
JJacobs Solutions Inc Com Recent Activity New Position	0.06%	$203,636 1,524 shares@ $133.62 avg price	New Position
FTNTFortinet Inc Com Recent Activity New Position	0.06%	$203,603 2,155 shares@ $94.48 avg price	New Position
MSCIMsci Inc Cl A Recent Activity New Position	0.06%	$202,801 338 shares@ $600.01 avg price	New Position