EFSCE
Enterprise Financial Services Corp (EFSC) Portfolio holdings
AUM
$187M
This Quarter Return
+4.61%
1 Year Return
+21.58%
3 Year Return
+71.63%
5 Year Return
+109.14%
10 Year Return
+224.37%
AUM
$153M
AUM Growth
+$153M
(+5.7%)
Cap. Flow
+$4.92M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
41.87%
Holding
164
New
12
Increased
55
Reduced
87
Closed
5
Top Buys
1 |
Enterprise Financial Services Corp
EFSC
|
$3.3M |
2 |
Apple
AAPL
|
$562K |
3 |
Berkshire Hathaway Class A
BRK.A
|
$466K |
4 |
Alphabet (Google) Class A
GOOGL
|
$404K |
5 |
Blackstone
BX
|
$402K |
Top Sells
1 |
Northrop Grumman
NOC
|
$500K |
2 |
Berkshire Hathaway Class B
BRK.B
|
$498K |
3 |
LPL Financial
LPLA
|
$465K |
4 |
Enbridge
ENB
|
$252K |
5 |
JPMorgan Chase
JPM
|
$249K |
Sector Composition
1 | Financials | 23.79% |
2 | Technology | 18.82% |
3 | Consumer Staples | 14.42% |
4 | Healthcare | 12.36% |
5 | Consumer Discretionary | 8.88% |