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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.83%
4,490
-103
27
$1.56M 0.8%
18,597
-128
28
$1.43M 0.74%
1,879
-27
29
$1.39M 0.72%
10,631
-112
30
$1.35M 0.7%
16,052
-394
31
$1.34M 0.69%
2,927
-22
32
$1.3M 0.67%
8,437
-336
33
$1.26M 0.65%
4,523
+156
34
$1.26M 0.65%
8,122
+304
35
$1.26M 0.65%
7,534
-1,328
36
$1.26M 0.65%
4,288
-307
37
$1.21M 0.62%
3,223
-4
38
$1.19M 0.62%
8,908
-268
39
$1.17M 0.6%
41,283
+1,015
40
$1.16M 0.6%
2,869
+45
41
$1.16M 0.6%
2,612
-21
42
$1.09M 0.56%
41,165
-1,331
43
$963K 0.5%
3,201
+8
44
$962K 0.5%
3,411
-416
45
$922K 0.48%
966
-51
46
$918K 0.47%
21,396
+52
47
$915K 0.47%
13,373
-3,915
48
$906K 0.47%
3,607
-672
49
$894K 0.46%
4,368
-337
50
$868K 0.45%
8,319
-849
1
2
3 4 5