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Patrick Connerty

@Enterprise Bank & Trust Co

Latest period2024 - Q4ReportedManaged Assets$303.839MTotal holdings130
Assets growth rate-2.12%Assets growth rate (2-Q avg)1.96%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Enterprise Bank & Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Enterprise Bank & Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 303.839M in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Patrick Connerty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SYKStryker Corporation
Recent Activity
Increased 1.45%
0.09%
$252,755
702 shares@ $360.05 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 5.29%
0.09%
$244,396
4,321 shares@ $56.57 avg price
MTBM & T Bk Corp
Recent Activity
Increased 0.66%
0.08%
$232,004
1,234 shares@ $188.01 avg price
VRSKVerisk Analytics Inc
Recent Activity
Increased 1.73%
0.08%
$226,954
824 shares@ $275.43 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Increased 12.07%
0.08%
$226,360
3,947 shares@ $57.35 avg price