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
$284M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$1.27M
2 +$453K
3 +$338K
4
PEP icon
PepsiCo
PEP
+$315K
5
MDT icon
Medtronic
MDT
+$274K

Sector Composition

1 Energy 16.54%
2 Technology 14.78%
3 Healthcare 13.8%
4 Financials 10.62%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,660
227
-3,350