We are live on ! Find out more
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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K 0.01%
1,430
577
$11K 0.01%
163
578
$11K 0.01%
503
579
$11K 0.01%
720
+120
580
$11K 0.01%
163
-19
581
$11K 0.01%
324
+85
582
$11K 0.01%
91
583
$11K 0.01%
646
584
$11K 0.01%
225
+49
585
$11K 0.01%
422
+211
586
$11K 0.01%
+275
587
$11K 0.01%
136
+12
588
$11K 0.01%
170
+50
589
$11K 0.01%
610
590
$11K 0.01%
269
-107
591
$11K 0.01%
576
-480
592
$11K 0.01%
196
593
$11K 0.01%
390
-162
594
$11K 0.01%
234
595
$11K 0.01%
891
596
$11K 0.01%
572
597
$11K 0.01%
73
598
$10K 0.01%
1,881
599
$10K 0.01%
261
600
$10K 0.01%
210
22 23
24
25 26