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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$152K
3
+$143K
4
EFX icon
Equifax
EFX
+$114K
5
WSM icon
Williams-Sonoma
WSM
+$113K

Top Sells

1
+$2.54M
2
+$970K
3
+$854K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$779K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$748K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 8.77%
3 Healthcare 7.65%
4 Industrials 6.39%
5 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K 0.01%
254
-15
552
$12K 0.01%
207
-203
553
$12K 0.01%
65
+1
554
$12K 0.01%
161
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555
$12K 0.01%
227
-817
556
$12K 0.01%
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557
$11K 0.01%
263
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558
$11K 0.01%
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559
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560
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561
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224
562
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563
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525
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564
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260
565
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566
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567
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568
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$11K 0.01%
527
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574
$11K 0.01%
346
575
$11K 0.01%
89
+30
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