ETI

Enterprise Trust & Investment Portfolio holdings

AUM $240M
1-Year Est. Return 4.71%
This Quarter Est. Return
1 Year Est. Return
-4.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
-$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$1.4M
3 +$1.11M
4
MMM icon
3M
MMM
+$998K
5
BR icon
Broadridge
BR
+$467K

Top Sells

1 +$1.4M
2 +$879K
3 +$873K
4
MSFT icon
Microsoft
MSFT
+$684K
5
GE icon
GE Aerospace
GE
+$451K

Sector Composition

1 Technology 31.21%
2 Healthcare 13.57%
3 Consumer Staples 6.78%
4 Financials 6.62%
5 Communication Services 4.78%