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
401
$23K 0.01%
674
402
$23K 0.01%
454
-21
403
$22K 0.01%
498
+84
404
$22K 0.01%
169
405
$22K 0.01%
463
406
$22K 0.01%
318
+210
407
$22K 0.01%
1,252
408
$22K 0.01%
241
+38
409
$22K 0.01%
1,000
+34
410
$22K 0.01%
190
411
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597
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412
$22K 0.01%
220
413
$22K 0.01%
3,153
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414
$21K 0.01%
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415
$21K 0.01%
446
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416
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920
417
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546
418
$21K 0.01%
287
419
$21K 0.01%
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420
$21K 0.01%
88
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$20K 0.01%
3,461
422
$20K 0.01%
195
423
$20K 0.01%
416
424
$20K 0.01%
363
425
$20K 0.01%
313
15 16
17
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