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

Instuitional Investor - Enterprise Trust & Investment Co

Fund Profile
Filing Period:
Fund Name: Enterprise Trust & Investment Co
Portfolio Value $239,504,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 65,566 $24,735,000 10.32%
2.
Microsoft Corp
 MSFT 64,309 $16,516,000 6.89%
3.
Apple Inc.
 AAPL 100,708 $13,769,000 5.74%
4.
Nvidia Corp
 NVDA 83,352 $12,635,000 5.27%
5.
Vanguard Real Estate Etf
 88,115 $8,028,000 3.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)