13F-HR: Enterprise Financial Services Corp Reports Q2 2024 13F Filing

Enterprise Financial Services Corp's latest 13F filing reveals their holdings as of June 30, 2024, with a total value of $162.4 million.

Summary

• Enterprise Financial Services Corp filed its Form 13F for the quarter ended June 30, 2024.
• The total value of their reported holdings is $162,431,827.
• The filing includes holdings from Enterprise Bank & Trust.
• The report lists 249 holdings.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive as the document is a routine portfolio disclosure, indicating stable investment activity.

Positives

• The filing provides a detailed overview of the institutional investment manager's holdings.
• The inclusion of multiple managers' holdings offers a comprehensive view.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment positions.

Comparison to Industry Standards

• The portfolio composition reflects a diversified approach, similar to other large financial institutions.
• The holdings in major tech companies like Apple and Microsoft are consistent with industry trends.

Key Dates