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
CRMSalesforce Com Inc Com Recent Activity Increased 0.53%	0.38%	$1.53M 4,575 shares@ $334.32 avg price	Increased 0.53%
NSCNorfolk Southern Corp Com Recent Activity Increased 1.36%	0.38%	$1.525M 6,497 shares@ $234.7 avg price	Increased 1.36%
KMBKimberly - Clark Corp Recent Activity Increased 0.17%	0.38%	$1.506M 11,496 shares@ $131.04 avg price	Increased 0.17%
HONHoneywell Intl Inc Com Recent Activity Increased 0.14%	0.34%	$1.371M 6,069 shares@ $225.89 avg price	Increased 0.14%
ORCLOracle Corporation Recent Activity Increased 1.05%	0.34%	$1.343M 8,060 shares@ $166.64 avg price	Increased 1.05%
TSLATesla Mtrs Inc Com Recent Activity Increased 5.5%	0.33%	$1.333M 3,300 shares@ $403.83 avg price	Increased 5.5%
ETNEaton Corp Cmn Recent Activity Increased 15.98%	0.33%	$1.304M 3,928 shares@ $331.86 avg price	Increased 15.98%
KOCoca Cola Co Com Recent Activity Increased 10.45%	0.32%	$1.278M 20,520 shares@ $62.26 avg price	Increased 10.45%
IJHIshares Tr S&p Midcap 400 Recent Activity Increased 17.12%	0.32%	$1.258M 20,188 shares@ $62.31 avg price	Increased 17.12%
CMICummins Inc Com Recent Activity Increased 0.64%	0.29%	$1.153M 3,308 shares@ $348.59 avg price	Increased 0.64%