ESB

Essex Savings Bank Portfolio holdings

AUM $444M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.3M
3 +$8.25M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.73M
5
ADP icon
Automatic Data Processing
ADP
+$5.61M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.9%
2 Healthcare 15.67%
3 Financials 13.24%
4 Technology 11.04%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K 0.01%
+140
527
$8K 0.01%
+659
528
$8K 0.01%
+316
529
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+91
530
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+1,000
531
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532
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533
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+300
534
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535
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536
$7K ﹤0.01%
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537
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+220
538
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539
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540
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541
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542
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543
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546
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547
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+400
548
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+52
549
$6K ﹤0.01%
+213
550
$6K ﹤0.01%
+155