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
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$624K
3
+$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1
+$671K
2
+$575K
3
+$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.02%
179
-11
352
$29K 0.02%
274
-30
353
$28K 0.02%
201
+83
354
$28K 0.02%
1,062
355
$28K 0.02%
524
356
$28K 0.02%
1,619
357
$28K 0.02%
240
+44
358
$28K 0.02%
297
359
$28K 0.02%
636
360
$28K 0.02%
110
361
$27K 0.02%
1,192
362
$27K 0.02%
796
363
$27K 0.02%
624
-133
364
$27K 0.02%
360
365
$27K 0.02%
540
-40
366
$27K 0.02%
137
+14
367
$27K 0.02%
344
368
$26K 0.02%
546
+400
369
$26K 0.02%
424
370
$26K 0.02%
665
+86
371
$26K 0.02%
377
372
$26K 0.02%
236
373
$26K 0.02%
484
374
$26K 0.02%
331
375
$26K 0.02%
1,000
13 14
15
16 17