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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
NVONovo-nordisk A S Adr
Recent Activity
Increased 8.02%
0.21%
$828,886
9,636 shares@ $86.02 avg price
NKENike Inc Cl B
Recent Activity
Increased 53.95%
0.21%
$810,190
10,707 shares@ $75.67 avg price
ASMLAsml Holding Nv Ny Reg Shs
Recent Activity
Increased 21.95%
0.19%
$747,136
1,078 shares@ $693.08 avg price
ABTAbbott Labs Com
Recent Activity
Increased 11.36%
0.18%
$721,857
6,382 shares@ $113.11 avg price
VWOVanguard Intl Equity Index Femr Mkt Etf
Recent Activity
Increased 4.56%
0.18%
$719,215
16,331 shares@ $44.04 avg price
RSPInvesco Etf S&p 500 Equal Weight
Recent Activity
Increased 7.67%
0.17%
$681,641
3,890 shares@ $175.23 avg price
SBUXStarbucks Corp Com
Recent Activity
Increased 1.38%
0.17%
$670,675
7,350 shares@ $91.25 avg price
IWPIshares Tr Index Russell Mcp Gr
Recent Activity
Increased 2.06%
0.17%
$659,606
5,204 shares@ $126.75 avg price
NOWServicenow Inc Com
Recent Activity
Increased 6.69%
0.17%
$659,381
622 shares@ $1060.1 avg price
IYWIshares Tr Dj Us Tech Sec
Recent Activity
Increased 49.82%
0.16%
$640,472
4,015 shares@ $159.52 avg price