Cape Ann Savings Bank has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $17M, Ishares Tr Msci Eafe ETF with a value of $14.9M, Ishares Core S&P 500 ETF with a value of $12.5M, Apple Inc. with a value of $8.87M, and Vanguard with a value of $8.81M.
Examining the 13F form we can see an decrease of $5.03M in the current position value, from $171M to 166M.
Cape Ann Savings Bank is based out at Gloucester, MA
Below you can find more details about Cape Ann Savings Bank portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $78.6 Million
Technology: $28.8 Million
Consumer Cyclical: $11.8 Million
Financial Services: $9.51 Million
Healthcare: $9.1 Million
Communication Services: $8.93 Million
Industrials: $6.98 Million
Consumer Defensive: $6.77 Million
Other: $5.97 Million
Stock Holdings Table Market Cap. of $200 Billions or more
