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

Top Buys

1 +$702K
2 +$346K
3 +$303K
4
CHK
Chesapeake Energy Corporation
CHK
+$254K
5
BG icon
Bunge Global
BG
+$247K

Top Sells

1 +$686K
2 +$463K
3 +$411K
4
DST
DST Systems Inc.
DST
+$348K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347K

Sector Composition

1 Financials 18.22%
2 Healthcare 8.78%
3 Energy 6.83%
4 Industrials 6.52%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$10K 0.01%
479
577
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198
578
$10K 0.01%
260
-75
579
$10K 0.01%
48
580
$10K 0.01%
1,220
581
$10K 0.01%
239
-20
582
$10K 0.01%
314
583
$10K 0.01%
283
584
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585
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386
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586
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587
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588
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154
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589
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120
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$10K 0.01%
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592
$10K 0.01%
540
593
$10K 0.01%
129
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$9K 0.01%
600
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595
$9K 0.01%
528
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597
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72
598
$9K 0.01%
109
599
$9K 0.01%
701
600
$9K 0.01%
202