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Essex Savings Bank
Essex Savings Bank is an institution, managing $442.4M across 307 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).
- Portfolio Value
- $442.4M
- Positions
- 307
- Top Holding
- AAPL at 6.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Essex Savings Bank's portfolio (33.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $28.3M | 6.39% | -$80.7K Sold | 0.00% 111.0K shares | |
Oil & Gas Integrated Energy | $20.5M | 4.64% | -$90.4K Sold | 0.01% 132.3K shares | |
Oil & Gas Integrated Energy | $19.9M | 4.49% | -$283.8K Sold | 0.00% 176.2K shares | |
Software - Infrastructure Technology | $14.8M | 3.35% | -$44.0K Sold | 0.00% 28.6K shares | |
Staffing & Employment Services Industrials | $12.8M | 2.89% | -$28.8K Sold | 0.01% 43.5K shares | |
Drug Manufacturers - General Healthcare | $12.7M | 2.86% | -$197.3K Sold | 0.00% 68.3K shares | |
Insurance - Diversified Financial Services | $12.1M | 2.73% | — | 0.00% 16.0 shares | |
Banks - Diversified Financial Services | $8.9M | 2.00% | -$237.2K Sold | 0.00% 28.1K shares | |
Semiconductors Technology | $8.6M | 1.95% | -$16.4K Sold | 0.00% 46.2K shares | |
Drug Manufacturers - General Healthcare | $8.6M | 1.94% | -$252.6K Sold | 0.00% 11.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Essex Savings Bank's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Essex Savings Bank
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