Cape Ann Savings Bank has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 89 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 $16.9M, Ishares Tr Msci Eafe ETF with a value of $14.9M, Ishares Core S&P 500 ETF with a value of $11.9M, Vanguard with a value of $8.92M, and Apple Inc. with a value of $8.58M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $160M to 171M.
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
$171 Million
ETFs: $78.6 Million
Technology: $29.5 Million
Financial Services: $11.4 Million
Consumer Cyclical: $10.9 Million
Healthcare: $10.7 Million
Communication Services: $8.49 Million
Industrials: $7.52 Million
Consumer Defensive: $7.13 Million
Other: $7.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
