EBT

Enterprise Bank & Trust Portfolio holdings

AUM $267M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$898K
2 +$586K
3 +$429K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$312K
5
BDX icon
Becton Dickinson
BDX
+$304K

Top Sells

1 +$8.33M
2 +$2.86M
3 +$1.82M
4
NVDA icon
NVIDIA
NVDA
+$726K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$555K

Sector Composition

1 Technology 26.92%
2 Financials 12.55%
3 Consumer Discretionary 9.1%
4 Communication Services 7.9%
5 Healthcare 6.96%