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 7.74%
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
451
$18K 0.01%
424
+78
452
$18K 0.01%
440
453
$18K 0.01%
92
454
$17K 0.01%
+875
455
$17K 0.01%
173
456
$17K 0.01%
147
457
$17K 0.01%
446
458
$17K 0.01%
729
459
$17K 0.01%
4,918
460
$17K 0.01%
617
461
$17K 0.01%
493
462
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409
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463
$17K 0.01%
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464
$17K 0.01%
494
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465
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467
$17K 0.01%
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468
$16K 0.01%
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$16K 0.01%
231
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470
$16K 0.01%
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$16K 0.01%
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472
$16K 0.01%
231
473
$16K 0.01%
1,724
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474
$16K 0.01%
253
475
$16K 0.01%
315
17 18
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