EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$9.29M
3 +$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$5K ﹤0.01%
+224
627
$5K ﹤0.01%
+132
628
$5K ﹤0.01%
+179
629
$5K ﹤0.01%
+110
630
$5K ﹤0.01%
+576
631
$5K ﹤0.01%
+116
632
$5K ﹤0.01%
+157
633
$5K ﹤0.01%
+328
634
$5K ﹤0.01%
+124
635
$5K ﹤0.01%
+52
636
$5K ﹤0.01%
+107
637
$5K ﹤0.01%
+138
638
$5K ﹤0.01%
+52
639
$5K ﹤0.01%
+166
640
$5K ﹤0.01%
+81
641
$5K ﹤0.01%
+137
642
$5K ﹤0.01%
+55
643
$5K ﹤0.01%
+97
644
$5K ﹤0.01%
+100
645
$5K ﹤0.01%
+291
646
$5K ﹤0.01%
+44
647
$5K ﹤0.01%
+98
648
$5K ﹤0.01%
+169
649
$5K ﹤0.01%
+100
650
$5K ﹤0.01%
+145