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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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10K 0.01%
90
627
$10K 0.01%
150
628
$10K 0.01%
555
629
$10K 0.01%
193
630
$10K 0.01%
+357
631
$9K 0.01%
+300
632
$9K 0.01%
96
633
$9K 0.01%
+333
634
$9K 0.01%
259
635
$9K 0.01%
416
636
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186
-31
637
$9K 0.01%
241
638
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415
639
$9K 0.01%
294
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640
$9K 0.01%
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641
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642
$9K 0.01%
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644
$9K 0.01%
57
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645
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646
$9K 0.01%
222
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$9K 0.01%
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648
$9K 0.01%
215
649
$9K 0.01%
118
650
$9K 0.01%
118
-10
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