ESSEX FINANCIAL SERVICES, INC. Information

P.O. BOX 999, ESSEX, Connecticut, 064260999, (860) 767-4300

Report Date: 12/31/2014

Position Statistics

Total Positions 335
New Positions 35
Increased Positions 192
Decreased Positions 81
Positions with Activity 273
Sold Out Positions 15
Total Mkt Value (in $ millions) 375

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.1%
Capital Goods 3.91%
Conglomerates 0.09%
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 8.63%
Energy 9.84%
Financial 28.94%
Healthcare 13.98%
Services 12.03%
Technology 10.56%
Transportation 1.53%
Utilities 5.14%

335 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 17,172 48 .28 195,252
GENERAL ELECTRIC CO COM 10,977 1,859 20.39 460,445
JOHNSON & JOHNSON COM 10,785 582 5.71 106,273
APPLE INC COM 10,070 748 8.03 87,326
BERKSHIRE HATHAWAY INC DEL CL A 8,252 434 5.56 38
PFIZER INC COM 8,129 172 2.16 254,421
PROCTER & GAMBLE CO COM 7,928 404 5.37 93,112
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 6,299 627 11.06 385,731
US BANCORP DEL COM NEW 5,237 -126 (2.36) 124,388
AT&T INC COM 5,069 737 17.01 155,123
INTERNATIONAL BUSINESS MACHS COM 4,936 -332 (6.3) 32,568
ALTRIA GROUP INC COM 4,878 -139 (2.77) 90,310
KINDER MORGAN INC DEL COM 4,700 1,099 30.51 113,628
UNITED TECHNOLOGIES CORP COM 4,594 130 2.90 39,294
WELLS FARGO & CO NEW COM 4,232 476 12.67 81,142
CHEVRON CORP NEW COM 3,721 271 7.85 35,875
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,640 174 5.01 25,144
PEPSICO INC COM 3,609 378 11.69 37,701
AMGEN INC COM 3,590 2,348 189.17 23,212
MICROSOFT CORP COM 3,506 470 15.49 85,115