ESB
Essex Savings Bank Portfolio holdings
AUM
$461M
1-Year Est. Return
20.84%
This Fund
S&P 500
1 Year Est. Return
+20.84%
AUM
$461M
AUM Growth
+$17.4M
(+3.9%)
Holding
327
Top Buys
| 1 | +$1.14M | |
| 2 | +$877K | |
| 3 | +$828K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$736K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$724K |
Top Sells
| 1 | +$561K | |
| 2 | +$427K | |
| 3 | +$393K | |
| 4 |
Eli Lilly
LLY
|
+$389K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$283K |
Sector Composition
| 1 | Technology | 20.66% |
| 2 | Financials | 11.99% |
| 3 | Healthcare | 10.37% |
| 4 | Energy | 9.96% |
| 5 | Industrials | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.2B
| – | – |
-7,886
|
|
||
327
Vanguard Short-Term Treasury ETF
VGSH
$27.2B
| – | – |
-3,886
|
|