EB

Emprise Bank Portfolio holdings

AUM $232M
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.26M
3 +$1.09M
4
CVX icon
Chevron
CVX
+$776K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$736K

Top Sells

1 +$596K
2 +$369K
3 +$300K
4
DIS icon
Walt Disney
DIS
+$239K
5
NOW icon
ServiceNow
NOW
+$221K

Sector Composition

1 Technology 13.92%
2 Financials 4.79%
3 Industrials 4.4%
4 Communication Services 3.55%
5 Consumer Discretionary 3.16%