EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
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%
+204
552
$7K ﹤0.01%
+128
553
$7K ﹤0.01%
+1,058
554
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+1,887
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558
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$7K ﹤0.01%
+386
561
$7K ﹤0.01%
+315
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+1,530
563
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+305
566
$6K ﹤0.01%
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567
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+1,488
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569
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+46
570
$6K ﹤0.01%
+80
571
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+99
572
$6K ﹤0.01%
+267
573
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+104
574
$6K ﹤0.01%
+326
575
$6K ﹤0.01%
+186