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
$140M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$497K
2 +$452K
3 +$430K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$325K
5
LHX icon
L3Harris
LHX
+$303K

Sector Composition

1 Technology 16.9%
2 Healthcare 15.57%
3 Financials 10.95%
4 Consumer Staples 10.56%
5 Energy 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,650