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
$253M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.05M
3 +$1.76M
4
BA icon
Boeing
BA
+$1.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$578K

Top Sells

1 +$4.66M
2 +$4.17M
3 +$1.85M
4
MKL icon
Markel Group
MKL
+$725K
5
ETN icon
Eaton
ETN
+$553K

Sector Composition

1 Technology 14.89%
2 Healthcare 10.13%
3 Financials 9.74%
4 Consumer Discretionary 8.17%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-636
102
-7,160