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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
PSXPhillips 66 Com
Recent Activity
Increased 0.38%
0.16%
$632,645
5,553 shares@ $113.93 avg price
FCXFreeport-mcmoran Copper & Gold Com
Recent Activity
Increased 16.97%
0.16%
$630,016
16,549 shares@ $38.07 avg price
TRVSt Paul Travelers Cos
Recent Activity
Increased 0.33%
0.15%
$602,222
2,500 shares@ $240.89 avg price
USBUs Bancorp Del Com New
Recent Activity
Increased 1.79%
0.15%
$590,574
12,350 shares@ $47.82 avg price
MOAltria Group Inc
Recent Activity
Increased 1.94%
0.14%
$563,159
10,770 shares@ $52.29 avg price
GEGeneral Electric Co Com New
Recent Activity
Increased 1.98%
0.14%
$551,068
3,304 shares@ $166.79 avg price
HELOJ P Morgan Exchange Traded Fhedged Equity La
Recent Activity
Increased 102.61%
0.14%
$530,437
8,550 shares@ $62.04 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Increased 0.89%
0.14%
$529,879
1,827 shares@ $290.03 avg price
IWDIshares Tr Russell1000val
Recent Activity
Increased 4.29%
0.13%
$508,917
2,749 shares@ $185.13 avg price
VONVVanguard Russell 1000 Value Etf
Recent Activity
Increased 1.24%
0.13%
$500,417
6,159 shares@ $81.25 avg price