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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
GSGoldman Sachs
Recent Activity
Increased 0.31%
0.29%
$1.143M
1,997 shares@ $572.61 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 0.64%
0.28%
$1.107M
4,246 shares@ $260.63 avg price
BMYBristol Myers Squibb
Recent Activity
Increased 4.39%
0.25%
$985,942
17,432 shares@ $56.56 avg price
AFLAflac Inc Com
Recent Activity
Increased 0.46%
0.24%
$955,679
9,239 shares@ $103.44 avg price
COPConocophillips Com
Recent Activity
Increased 9.45%
0.24%
$933,278
9,411 shares@ $99.17 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 2.65%
0.23%
$909,333
1,748 shares@ $520.22 avg price
AXPAmerican Express
Recent Activity
Increased 1.66%
0.22%
$874,901
2,948 shares@ $296.78 avg price
VTVVanguard Index Fds Value Etf
Recent Activity
Increased 0.79%
0.22%
$868,337
5,129 shares@ $169.3 avg price
IEFAIshares Tr Core Msci Eafe
Recent Activity
Increased 21.63%
0.21%
$843,633
12,004 shares@ $70.28 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Increased 5.97%
0.21%
$838,424
7,782 shares@ $107.74 avg price