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
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$624K
3 +$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1 +$671K
2 +$575K
3 +$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
232
677
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153
+34
678
$8K ﹤0.01%
208
679
$8K ﹤0.01%
343
680
$8K ﹤0.01%
+166
681
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525
682
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165
683
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155
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684
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+528
685
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64
+10
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$8K ﹤0.01%
670
687
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37
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691
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694
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103
695
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124
+33
696
$7K ﹤0.01%
1,038
697
$7K ﹤0.01%
120
698
$7K ﹤0.01%
364
699
$7K ﹤0.01%
42
700
$7K ﹤0.01%
91