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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
TXNTexas Instruments
Recent Activity
Increased 5.17%
0.13%
$492,391
2,626 shares@ $187.51 avg price
EFVIshares Tr Msci Val Idx
Recent Activity
Increased 7.34%
0.12%
$472,960
9,014 shares@ $52.47 avg price
UBERUber Technologies Inc Com
Recent Activity
Increased 23.82%
0.12%
$465,649
7,721 shares@ $60.31 avg price
SCHDSchwab Strategic Tr Us Dividend Eq
Recent Activity
Increased 226.68%
0.12%
$461,865
16,912 shares@ $27.31 avg price
BACBank Of America Corp Com
Recent Activity
Increased 2.6%
0.12%
$455,273
10,359 shares@ $43.95 avg price
IAUIshares Gold Trust
Recent Activity
Increased 9.54%
0.12%
$450,004
9,091 shares@ $49.5 avg price
LOWLowes Companies
Recent Activity
Increased 2.03%
0.12%
$446,951
1,811 shares@ $246.8 avg price
VCSHVanguard Scottsdale Fds S T Corp Bd Index Etf
Recent Activity
Increased 12.74%
0.11%
$443,406
5,684 shares@ $78.01 avg price
SCHXSchwab Strategic Tr Us Lrg Cap Etf
Recent Activity
Increased 200%
0.11%
$442,272
19,080 shares@ $23.18 avg price
MSMorgan Stanley Dean Witter
Recent Activity
Increased 8.41%
0.11%
$426,561
3,393 shares@ $125.72 avg price