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
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$403K
3 +$383K
4
WMT icon
Walmart
WMT
+$380K
5
XOM icon
Exxon Mobil
XOM
+$321K

Sector Composition

1 Financials 18.45%
2 Consumer Staples 11.22%
3 Healthcare 7.47%
4 Industrials 6.98%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K ﹤0.01%
134
602
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328
-59
603
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1,603
604
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711
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71
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85
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611
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94
+55
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619
$7K ﹤0.01%
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138
621
$7K ﹤0.01%
1,052
+124
622
$7K ﹤0.01%
52
623
$7K ﹤0.01%
191
624
$7K ﹤0.01%
+900
625
$7K ﹤0.01%
276