Enterprise Financial Services Corp Portfolio Holdings

Enterprise Financial Services Corp

  • $177 Million
  • Q4 2024

Enterprise Financial Services Corp has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $177 Million distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $20.5M, Apple Inc. with a value of $11.5M, Microsoft Corp with a value of $11.1M, Pepsico Inc with a value of $10.7M, and Berkshire Hathaway Inc with a value of $6.81M.

Examining the 13F form we can see an increase of $7.32M in the current position value, from $170M to 177M.

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 $177 Million
Financial Services: $48.2 Million
Technology: $40.3 Million
Consumer Defensive: $20.6 Million
Consumer Cyclical: $17 Million
Industrials: $15.4 Million
Healthcare: $13.7 Million
Communication Services: $12.7 Million
Energy: $3.76 Million
Other: $5.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116M
$78,000 0.04% of portfolio
50,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $177 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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