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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
$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%
+1,220
627
$5K ﹤0.01%
+55
628
$5K ﹤0.01%
+169
629
$5K ﹤0.01%
+100
630
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631
$5K ﹤0.01%
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632
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633
$5K ﹤0.01%
+394
634
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635
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+107
636
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+211
637
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640
$5K ﹤0.01%
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641
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642
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+1,097
643
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645
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+313
646
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+126
647
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+69
648
$5K ﹤0.01%
+528
649
$5K ﹤0.01%
+124
650
$5K ﹤0.01%
+175