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
$293M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$596K
3 +$432K
4
MSFT icon
Microsoft
MSFT
+$304K
5
APD icon
Air Products & Chemicals
APD
+$211K

Top Sells

1 +$6.46M
2 +$1.09M
3 +$760K
4
LLY icon
Eli Lilly
LLY
+$340K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$291K

Sector Composition

1 Technology 21.8%
2 Financials 8.77%
3 Healthcare 7.99%
4 Consumer Discretionary 7.42%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-716