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 8.51%
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%
228
-6,982
552
$11K 0.01%
136
553
$11K 0.01%
150
554
$11K 0.01%
218
-10
555
$11K 0.01%
150
556
$11K 0.01%
415
557
$11K 0.01%
1,008
+84
558
$11K 0.01%
229
559
$11K 0.01%
413
560
$11K 0.01%
250
561
$11K 0.01%
175
-10
562
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356
563
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247
564
$11K 0.01%
204
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565
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566
$11K 0.01%
146
567
$11K 0.01%
78
568
$11K 0.01%
394
569
$11K 0.01%
+250
570
$10K 0.01%
139
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571
$10K 0.01%
234
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572
$10K 0.01%
118
573
$10K 0.01%
73
574
$10K 0.01%
714
575
$10K 0.01%
1,546
+182
21 22
23
24 25