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
$170M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$403K
3 +$383K
4
WMT icon
Walmart
WMT
+$380K
5
XOM icon
Exxon Mobil
XOM
+$321K

Sector Composition

1 Financials 18.45%
2 Consumer Staples 11.22%
3 Healthcare 7.47%
4 Industrials 6.98%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K 0.01%
1,317
-139
552
$10K 0.01%
255
553
$10K 0.01%
237
554
$10K 0.01%
134
555
$10K 0.01%
59
556
$10K 0.01%
213
557
$10K 0.01%
420
558
$10K 0.01%
236
559
$10K 0.01%
494
560
$10K 0.01%
140
+30
561
$10K 0.01%
388
562
$9K 0.01%
80
563
$9K 0.01%
284
-97
564
$9K 0.01%
57
+1
565
$9K 0.01%
250
566
$9K 0.01%
183
567
$9K 0.01%
191
568
$9K 0.01%
330
569
$9K 0.01%
1,280
570
$9K 0.01%
73
571
$9K 0.01%
619
572
$9K 0.01%
1,040
573
$9K 0.01%
231
574
$9K 0.01%
224
575
$9K 0.01%
835