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
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$353K
3
+$323K
4
CHK
Chesapeake Energy Corporation
CHK
+$255K
5
BG icon
Bunge Global
BG
+$252K

Top Sells

1
+$685K
2
+$476K
3
+$453K
4
DST
DST Systems Inc.
DST
+$372K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Financials 18.25%
2 Healthcare 8.78%
3 Energy 6.83%
4 Industrials 6.51%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K 0.01%
153
552
$11K 0.01%
+250
553
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228
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554
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555
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556
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218
-10
557
$11K 0.01%
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415
559
$11K 0.01%
1,008
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560
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229
561
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562
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250
563
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564
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204
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567
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568
$11K 0.01%
146
569
$11K 0.01%
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570
$11K 0.01%
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$10K 0.01%
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$10K 0.01%
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574
$10K 0.01%
73
575
$10K 0.01%
714
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