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
$344M
AUM Growth
+$226K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$219K

Top Sells

1
+$6.01M
2
+$4.81M
3
+$412K
4
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$408K

Sector Composition

1 Technology 18.93%
2 Energy 12.16%
3 Healthcare 11.29%
4 Financials 10.44%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.45%
54,281
52
$1.54M 0.45%
1,899
53
$1.53M 0.44%
6,476
54
$1.52M 0.44%
12,472
55
$1.5M 0.44%
5,423
-21,692
56
$1.48M 0.43%
5,707
57
$1.41M 0.41%
8,592
58
$1.36M 0.39%
5,562
59
$1.35M 0.39%
18,011
60
$1.34M 0.39%
2,540
61
$1.33M 0.39%
8,901
62
$1.31M 0.38%
26,167
63
$1.27M 0.37%
4,393
64
$1.26M 0.37%
1,914
65
$1.25M 0.36%
2,765
66
$1.25M 0.36%
7,347
67
$1.24M 0.36%
12,743
68
$1.23M 0.36%
5,884
69
$1.23M 0.36%
8,356
70
$1.23M 0.36%
5,837
71
$1.19M 0.35%
20,146
72
$1.18M 0.34%
4,482
73
$1.18M 0.34%
4,340
74
$1.14M 0.33%
19,376
75
$1.14M 0.33%
27,649
1 2
3
4 5