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Home > Institutional Investor > Enterprise Bank & Trust Co > Profile

Instuitional Investor - Enterprise Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Enterprise Bank & Trust Co
Portfolio Value $280,956,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 101,564 $28,148,463 10.01%
2.
Ishares Trust
 IEF 244,501 $24,266,724 8.63%
3.
Flexshares Trust
 389,243 $15,939,501 5.67%
4.
Apple Inc.
 AAPL 75,203 $14,478,834 5.15%
5.
Microsoft Corp
 MSFT 36,794 $13,836,016 4.92%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)