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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
TTTrane Technologies Plc
Recent Activity
Increased 0.18%
0.51%
$2.059M
5,574 shares@ $369.34 avg price
ITOTIshares Tr Core S&p Ttl Stk
Recent Activity
Increased 10.09%
0.5%
$1.982M
15,410 shares@ $128.62 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.49%
$1.964M
1,916 shares@ $1025.1 avg price
MCOMoodys Corp Com
Recent Activity
0.49%
$1.95M
4,119 shares@ $473.36 avg price
VTIVanguard Total Stk Mkt Etf
Recent Activity
Increased 52.07%
0.48%
$1.928M
6,653 shares@ $289.8 avg price
VBVanguard Index Fds Small Cp Etf
Recent Activity
Increased 3.41%
0.46%
$1.826M
7,599 shares@ $240.28 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
ADBEAdobe Inc Com
Recent Activity
Increased 2.68%
0.45%
$1.79M
4,026 shares@ $444.67 avg price
IJRIshares Tr S&p Small Cap 600 Index
Recent Activity
Increased 11.41%
0.44%
$1.773M
15,389 shares@ $115.22 avg price
IBMIntl Business Machines Com
Recent Activity
Decreased -0.88%
0.44%
$1.75M
7,960 shares@ $219.83 avg price