Enterprise Bank & Trust CO has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $302 Million distributed in 130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $26.5M, Ishares Core S&P Mid Cap ETF with a value of $23M, Apple Inc. with a value of $17.3M, Microsoft Corp with a value of $15.8M, and Vanguard Specialized Funds Van with a value of $14.4M.
Examining the 13F form we can see an decrease of $6.9M in the current position value, from $309M to 302M.
Below you can find more details about Enterprise Bank & Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$302 Million
ETFs: $100 Million
Technology: $67.8 Million
Financial Services: $29 Million
Consumer Cyclical: $25.1 Million
Communication Services: $20.3 Million
Healthcare: $19.9 Million
Consumer Defensive: $13.5 Million
Industrials: $13.2 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
