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
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1 +$702K
2 +$346K
3 +$303K
4
CHK
Chesapeake Energy Corporation
CHK
+$254K
5
BG icon
Bunge Global
BG
+$247K

Top Sells

1 +$686K
2 +$463K
3 +$411K
4
DST
DST Systems Inc.
DST
+$348K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347K

Sector Composition

1 Financials 18.22%
2 Healthcare 8.78%
3 Energy 6.83%
4 Industrials 6.52%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7K ﹤0.01%
87
677
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56
+7
678
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585
679
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235
680
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117
681
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395
682
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+140
683
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210
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684
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685
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686
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687
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55
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81
689
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135
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690
$7K ﹤0.01%
361
691
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535
692
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124
-102
693
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694
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695
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696
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305
697
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353
698
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475
699
$7K ﹤0.01%
55
700
$7K ﹤0.01%
+1,000