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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
676
$4K ﹤0.01%
+103
677
$4K ﹤0.01%
+125
678
$4K ﹤0.01%
+92
679
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+41
680
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+145
681
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+89
682
$4K ﹤0.01%
+1,120
683
$4K ﹤0.01%
+111
684
$4K ﹤0.01%
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685
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+5
686
$4K ﹤0.01%
+1,470
687
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689
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+147
690
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691
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692
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693
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694
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+1,925
695
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+134
696
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+78
697
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+167
698
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+78
699
$4K ﹤0.01%
+620
700
$4K ﹤0.01%
+147