Portfolio Holdings & Fund Performance - Essex Financial Services Inc.

List of top 200 securities held by Essex Financial Services Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q2
Report Date Time: 2024-08-09 14:04:03
Total Holdings: 599
Assets Under Management (AUM) :
$1,329,027,295 ($1.33B)
Reporting Manager: Jennifer Krakower
Address:

P.O. BOX 999
176 WESTBROOK RD
ESSEX, CT 064260999

Since : total money flow = , gains and losses =

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