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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
AAPLApple Computer Inc. Cmn.
Recent Activity
Increased 0.75%
6.99%
$28.209M
112,648 shares@ $250.42 avg price
CVXChevron Com
Recent Activity
Decreased -0.17%
4.82%
$19.451M
134,296 shares@ $144.84 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -0.26%
4.77%
$19.252M
178,976 shares@ $107.57 avg price
ADPAutomatic Data Processing Inc - Taxable
Recent Activity
Increased 1.28%
3.18%
$12.837M
43,853 shares@ $292.72 avg price
MSFTMicrosoft Com
Recent Activity
Increased 0.24%
2.99%
$12.048M
28,584 shares@ $421.5 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Increased 6.67%
2.7%
$10.895M
16 shares@ $680920.0 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -2.86%
2.49%
$10.034M
69,384 shares@ $144.62 avg price
LLYLilly Eli & Company
Recent Activity
Decreased -2.41%
2.12%
$8.534M
11,054 shares@ $772.0 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 2.03%
1.81%
$7.312M
33,329 shares@ $219.39 avg price
JPMJp Morgan Chase & Co Com
Recent Activity
Decreased -1.06%
1.7%
$6.85M
28,576 shares@ $239.71 avg price