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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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$9.29M
3 +$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
+193
552
$7K ﹤0.01%
+305
553
$7K ﹤0.01%
+353
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555
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+1,058
557
$7K ﹤0.01%
+1,887
558
$7K ﹤0.01%
+200
559
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560
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+109
561
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+386
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+1,530
566
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567
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+1,488
568
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+212
569
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+46
570
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+80
571
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+267
572
$6K ﹤0.01%
+104
573
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+326
574
$6K ﹤0.01%
+186
575
$6K ﹤0.01%
+171