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
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$624K
3 +$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1 +$671K
2 +$575K
3 +$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$11K 0.01%
269
577
$11K 0.01%
310
578
$11K 0.01%
234
579
$11K 0.01%
249
580
$11K 0.01%
649
+595
581
$11K 0.01%
164
582
$11K 0.01%
550
583
$11K 0.01%
191
+17
584
$11K 0.01%
744
585
$11K 0.01%
163
586
$11K 0.01%
239
-17
587
$11K 0.01%
+1,824
588
$11K 0.01%
90
589
$11K 0.01%
327
590
$11K 0.01%
163
591
$11K 0.01%
91
592
$11K 0.01%
188
593
$11K 0.01%
193
594
$11K 0.01%
275
595
$11K 0.01%
24
+21
596
$11K 0.01%
510
597
$11K 0.01%
230
598
$11K 0.01%
528
599
$11K 0.01%
321
+168
600
$11K 0.01%
256