Enterprise Financial Services Corp has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Million distributed in 241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $19.6M, Pepsico Inc with a value of $11.5M, Microsoft Corp with a value of $10.8M, Apple Inc. with a value of $10.7M, and Berkshire Hathaway Inc with a value of $6.9M.

Examining the 13F form we can see an increase of $8.26M in the current position value, from $162M to 170M.

Enterprise Financial Services Corp is based out at Clayton, MO

Below you can find more details about Enterprise Financial Services Corp portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
Financial Services: $45.6 Million
Technology: $37.1 Million
Consumer Defensive: $21.1 Million
Consumer Cyclical: $15.7 Million
Healthcare: $15.5 Million
Industrials: $15 Million
Communication Services: $10.2 Million
Utilities: $4.46 Million
Other: $5.26 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $170 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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