EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1 +$702K
2 +$429K
3 +$397K
4
RTX icon
RTX Corp
RTX
+$342K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$304K

Top Sells

1 +$888K
2 +$576K
3 +$478K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$354K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$297K

Sector Composition

1 Financials 16.93%
2 Energy 8%
3 Healthcare 7.36%
4 Consumer Staples 7.06%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
259
677
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416
678
$8K ﹤0.01%
486
+377
679
$8K ﹤0.01%
118
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594
681
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682
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528
683
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115
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216
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938
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135
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40
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620
697
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525
698
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65
699
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165
+32
700
$8K ﹤0.01%
377