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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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$373K
2 +$345K
3 +$284K
4
BIIB icon
Biogen
BIIB
+$263K
5
EXPE icon
Expedia Group
EXPE
+$235K

Top Sells

1 +$1.09M
2 +$750K
3 +$681K
4
LOW icon
Lowe's Companies
LOW
+$329K
5
CAG icon
Conagra Brands
CAG
+$301K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
72
627
$8K ﹤0.01%
408
628
$8K ﹤0.01%
576
629
$8K ﹤0.01%
174
630
$8K ﹤0.01%
133
+106
631
$8K ﹤0.01%
13
632
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146
633
$8K ﹤0.01%
535
634
$8K ﹤0.01%
84
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$7K ﹤0.01%
557
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$7K ﹤0.01%
97
638
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56
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$7K ﹤0.01%
350
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643
$7K ﹤0.01%
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$7K ﹤0.01%
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69
647
$7K ﹤0.01%
500
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648
$7K ﹤0.01%
341
649
$7K ﹤0.01%
164
+101
650
$7K ﹤0.01%
538