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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$651K
3
+$284K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$272K
5
CI icon
Cigna
CI
+$262K

Top Sells

1
+$916K
2
+$863K
3
+$505K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$431K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
206
602
$7K ﹤0.01%
280
+179
603
$7K ﹤0.01%
173
604
$6K ﹤0.01%
155
605
$6K ﹤0.01%
372
-155
606
$6K ﹤0.01%
39
-5
607
$6K ﹤0.01%
84
608
$6K ﹤0.01%
59
-30
609
$6K ﹤0.01%
41
610
$6K ﹤0.01%
131
611
$6K ﹤0.01%
453
-555
612
$6K ﹤0.01%
56
613
$6K ﹤0.01%
56
614
$6K ﹤0.01%
119
615
$6K ﹤0.01%
32
-12
616
$6K ﹤0.01%
266
617
$6K ﹤0.01%
230
-33
618
$6K ﹤0.01%
139
619
$6K ﹤0.01%
96
620
$6K ﹤0.01%
63
621
$6K ﹤0.01%
24
622
$6K ﹤0.01%
179
-191
623
$6K ﹤0.01%
215
-189
624
$6K ﹤0.01%
387
+66
625
$6K ﹤0.01%
113
-33
23 24
25
26 27