EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$353K
3
+$323K
4
CHK
Chesapeake Energy Corporation
CHK
+$255K
5
BG icon
Bunge Global
BG
+$252K

Top Sells

1
+$685K
2
+$476K
3
+$453K
4
DST
DST Systems Inc.
DST
+$372K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Financials 18.25%
2 Healthcare 8.51%
3 Energy 6.83%
4 Industrials 6.51%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.03%
1,000
227
$57K 0.03%
2,967
228
$57K 0.03%
321
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$57K 0.03%
4,424
230
$56K 0.03%
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231
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232
$55K 0.03%
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233
$54K 0.03%
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234
$54K 0.03%
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235
$54K 0.03%
785
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236
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237
$53K 0.03%
948
238
$53K 0.03%
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239
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240
$52K 0.03%
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241
$52K 0.03%
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242
$51K 0.03%
494
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$51K 0.03%
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245
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247
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248
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249
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4,061
250
$49K 0.03%
5,929
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10
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