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ESB

Essex Savings Bank Portfolio holdings

AUM $452M
1-Year Est. Return 24.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.45%
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
+$12.5M
2
+$11.9M
3
+$8.92M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.89M
5
ADP icon
Automatic Data Processing
ADP
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.9%
2 Healthcare 15.67%
3 Financials 13.24%
4 Technology 11.03%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+1
652
$1K ﹤0.01%
+17
653
$1K ﹤0.01%
+95
654
$1K ﹤0.01%
+55
655
$1K ﹤0.01%
+34
656
$1K ﹤0.01%
+2,552
657
$1K ﹤0.01%
+14
658
$1K ﹤0.01%
+62
659
$1K ﹤0.01%
+14
660
$1K ﹤0.01%
+7
661
$1K ﹤0.01%
+36
662
$1K ﹤0.01%
+19
663
$1K ﹤0.01%
+8
664
$0 ﹤0.01%
+3
665
$0 ﹤0.01%
+4
666
$0 ﹤0.01%
+4
667
$0 ﹤0.01%
+5
668
$0 ﹤0.01%
+2
669
$0 ﹤0.01%
+8
670
$0 ﹤0.01%
+12
671
$0 ﹤0.01%
+11
672
$0 ﹤0.01%
+10
673
$0 ﹤0.01%
+20
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