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
$177M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$304K
3 +$271K
4
MRVL icon
Marvell Technology
MRVL
+$255K
5
STX icon
Seagate
STX
+$202K

Top Sells

1 +$1.23M
2 +$290K
3 +$249K
4
DRI icon
Darden Restaurants
DRI
+$239K
5
POST icon
Post Holdings
POST
+$213K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 10.59%
3 Healthcare 7.04%
4 Industrials 6.97%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K ﹤0.01%
520
652
$8K ﹤0.01%
119
653
$8K ﹤0.01%
1,200
654
$8K ﹤0.01%
700
655
$8K ﹤0.01%
178
656
$8K ﹤0.01%
353
657
$7K ﹤0.01%
465
658
$7K ﹤0.01%
186
659
$7K ﹤0.01%
39
+23
660
$7K ﹤0.01%
232
661
$7K ﹤0.01%
510
662
$7K ﹤0.01%
57
663
$7K ﹤0.01%
350
664
$7K ﹤0.01%
1,038
665
$7K ﹤0.01%
71
666
$7K ﹤0.01%
308
667
$7K ﹤0.01%
+128
668
$7K ﹤0.01%
71
669
$7K ﹤0.01%
494
670
$7K ﹤0.01%
140
671
$7K ﹤0.01%
375
672
$7K ﹤0.01%
147
-4
673
$7K ﹤0.01%
60
674
$7K ﹤0.01%
1,580
-4,678
675
$7K ﹤0.01%
519