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
$170M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$426K
2 +$383K
3 +$378K
4
WMT icon
Walmart Inc
WMT
+$361K
5
EMR icon
Emerson Electric
EMR
+$313K

Top Sells

1 +$3.57M
2 +$216K
3 +$196K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$190K
5
ARG
Airgas Inc
ARG
+$186K

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
626
$7K ﹤0.01%
176
627
$7K ﹤0.01%
21
628
$7K ﹤0.01%
310
629
$7K ﹤0.01%
138
630
$7K ﹤0.01%
1,052
+124
631
$7K ﹤0.01%
52
632
$7K ﹤0.01%
191
633
$7K ﹤0.01%
+900
634
$7K ﹤0.01%
276
635
$7K ﹤0.01%
597
+221
636
$7K ﹤0.01%
510
-204
637
$7K ﹤0.01%
1,038
638
$7K ﹤0.01%
454
639
$7K ﹤0.01%
56
640
$7K ﹤0.01%
1,615
641
$7K ﹤0.01%
60
642
$7K ﹤0.01%
519
643
$7K ﹤0.01%
1,192
644
$7K ﹤0.01%
1,187
645
$7K ﹤0.01%
149
646
$7K ﹤0.01%
256
647
$7K ﹤0.01%
90
648
$7K ﹤0.01%
2,805
649
$7K ﹤0.01%
153
650
$7K ﹤0.01%
633
+468