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
$231M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$9.01M
2 +$925K
3 +$728K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$311K
5
DE icon
Deere & Co
DE
+$308K

Top Sells

1 +$931K
2 +$275K
3 +$222K
4
AAPL icon
Apple
AAPL
+$215K
5
NVDA icon
NVIDIA
NVDA
+$201K

Sector Composition

1 Technology 15.95%
2 Healthcare 8.96%
3 Financials 7.89%
4 Consumer Discretionary 7.2%
5 Consumer Staples 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.09%
+3,977
102
$199K 0.09%
14,218
+614
103
$15.5K 0.01%
+500