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
$310M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$938K
3 +$384K
4
ETN icon
Eaton
ETN
+$364K
5
TSLA icon
Tesla
TSLA
+$346K

Top Sells

1 +$510K
2 +$474K
3 +$337K
4
VRSK icon
Verisk Analytics
VRSK
+$322K
5
GD icon
General Dynamics
GD
+$260K

Sector Composition

1 Technology 21.08%
2 Financials 9.27%
3 Healthcare 7.9%
4 Consumer Discretionary 7.7%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.07%
+850
127
$201K 0.06%
+843
128
$181K 0.06%
16,739
129
$15.6K 0.01%
1,500
130
-4,793
131
-4,096
132
-3,648