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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.81M
3
+$1.76M
4
VTV icon
Vanguard Value ETF
VTV
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.14M

Top Sells

1
+$1.19M
2
+$1.01M
3
+$928K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$873K
5
JNJ icon
Johnson & Johnson
JNJ
+$865K

Sector Composition

1 Financials 6.56%
2 Technology 5.44%
3 Consumer Staples 3.83%
4 Healthcare 3.73%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
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