Enterprise Bank & Trust CO has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $309 Million distributed in 129 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 $27M, Ishares Core S&P Mid Cap ETF with a value of $22.1M, Flexshares Tr Morningstar Glob with a value of $19.1M, Apple Inc. with a value of $16.6M, and Microsoft Corp with a value of $15.9M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $291M to 309M.
Below you can find more details about Enterprise Bank & Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $108 Million
Technology: $65.1 Million
Financial Services: $28.1 Million
Consumer Cyclical: $23.9 Million
Healthcare: $23.5 Million
Communication Services: $18.6 Million
Consumer Defensive: $13.9 Million
Industrials: $13.3 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions