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
$177M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$304K
3
+$271K
4
MRVL icon
Marvell Technology
MRVL
+$255K
5
STX icon
Seagate
STX
+$202K

Top Sells

1
+$1.23M
2
+$290K
3
+$249K
4
DRI icon
Darden Restaurants
DRI
+$239K
5
POST icon
Post Holdings
POST
+$213K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 10.59%
3 Healthcare 7.04%
4 Industrials 6.97%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K 0.01%
219
552
$11K 0.01%
404
-70
553
$11K 0.01%
251
554
$11K 0.01%
147
555
$11K 0.01%
5,963
+3,158
556
$11K 0.01%
193
557
$11K 0.01%
213
558
$11K 0.01%
420
559
$11K 0.01%
182
560
$11K 0.01%
1,317
561
$11K 0.01%
1,508
562
$11K 0.01%
137
563
$11K 0.01%
114
+17
564
$10K 0.01%
107
565
$10K 0.01%
110
566
$10K 0.01%
393
+117
567
$10K 0.01%
400
568
$10K 0.01%
600
569
$10K 0.01%
966
+94
570
$10K 0.01%
185
+51
571
$10K 0.01%
158
572
$10K 0.01%
73
573
$10K 0.01%
619
574
$10K 0.01%
1,040
575
$10K 0.01%
174
+29
21 22
23
24 25