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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1 +$371K
2 +$343K
3 +$327K
4
FFIV icon
F5
FFIV
+$326K
5
DD icon
DuPont de Nemours
DD
+$326K

Top Sells

1 +$2.64M
2 +$1.41M
3 +$1.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$966K
5
CVX icon
Chevron
CVX
+$482K

Sector Composition

1 Financials 18.91%
2 Healthcare 7.51%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
700
+100
677
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+1,834
678
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118
+11
679
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87
680
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315
681
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59
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683
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684
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6
+1
685
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1,610
686
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168
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687
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945
688
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102
689
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90
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182
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16
694
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695
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696
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179
+46
697
$8K ﹤0.01%
305
698
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90
699
$8K ﹤0.01%
142
+23
700
$8K ﹤0.01%
528