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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1 +$902K
2 +$752K
3 +$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1 +$926K
2 +$523K
3 +$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
128
677
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287
678
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377
679
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343
+140
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681
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683
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685
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128
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691
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+298
692
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+1,512
693
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+1,029
694
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695
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314
696
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1,038
697
$7K ﹤0.01%
108
698
$7K ﹤0.01%
97
699
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115
700
$7K ﹤0.01%
42