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Home > Institutional Investor > Essex Savings Bank > Profile

Instuitional Investor - Essex Savings Bank

Fund Profile
Filing Period:
Fund Name: Essex Savings Bank
Portfolio Value $343,842,763
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 111,301 $21,428,749 6.23%
2.
Chevron Corp
 CVX 134,898 $20,121,365 5.85%
3.
Exxon Mobil Corp
 XOM 178,115 $17,807,924 5.17%
4.
Johnson & Johnson
 JNJ 71,541 $11,213,308 3.26%
5.
Microsoft Corp
 MSFT 27,081 $10,183,237 2.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)