ESB

Essex Savings Bank Portfolio holdings

AUM $461M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$721K
3
+$655K
4
AAPL icon
Apple
AAPL
+$483K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$478K

Top Sells

1
+$564K
2
+$344K
3
+$300K
4
IDXX icon
Idexx Laboratories
IDXX
+$293K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$280K

Sector Composition

1 Technology 17.58%
2 Energy 13.13%
3 Healthcare 12.37%
4 Financials 10.56%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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229
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230
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233
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235
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237
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-1,469
238
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