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
351
$26K 0.02%
639
+78
352
$26K 0.02%
284
353
$26K 0.02%
574
-183
354
$26K 0.02%
429
+320
355
$26K 0.02%
491
-61
356
$25K 0.01%
+3,390
357
$25K 0.01%
289
+6
358
$25K 0.01%
510
359
$25K 0.01%
589
360
$25K 0.01%
601
361
$25K 0.01%
1,124
362
$25K 0.01%
525
363
$25K 0.01%
209
364
$25K 0.01%
490
365
$24K 0.01%
434
366
$24K 0.01%
508
367
$24K 0.01%
498
368
$24K 0.01%
680
369
$24K 0.01%
1,863
370
$24K 0.01%
3,058
371
$24K 0.01%
1,280
372
$24K 0.01%
500
373
$24K 0.01%
343
+23
374
$24K 0.01%
1,000
375
$24K 0.01%
89
13 14
15
16 17