Enterprise Trust & Investment Company is based out of Los Gatos. Their last reported 13F filing for Q4 2020 included $211,971,000 in managed 13F securities and a top 10 holdings concentration of 47.61%. Enterprise Trust & Investment Company's largest holding is SPDR S&P 500 ETF Trust with shares held of 58,830. Whalewisdom has at least 7 13F filings
12/31/2020
12/31/2020
12/31/2020
12/31/2020
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
12/31/2020
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
Performance for Q3 2020: | 3.48% |
Performance Last 4 Quarters: | 2.33% |
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