ESB
Essex Savings Bank Portfolio holdings
AUM
$420M
1-Year Return
15.35%
This Quarter Return
-11.38%
1 Year Return
+15.35%
3 Year Return
+64.9%
5 Year Return
+132.45%
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
673
New
672
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
+$11.7M |
| 2 |
Exxon Mobil
XOM
|
+$10.3M |
| 3 |
Johnson & Johnson
JNJ
|
+$8.25M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$6.73M |
| 5 |
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% |
