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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1 +$426K
2 +$383K
3 +$378K
4
WMT icon
Walmart Inc
WMT
+$361K
5
EMR icon
Emerson Electric
EMR
+$313K

Top Sells

1 +$3.57M
2 +$216K
3 +$196K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$190K
5
ARG
Airgas Inc
ARG
+$186K

Sector Composition

1 Financials 18.45%
2 Consumer Staples 11.22%
3 Healthcare 7.47%
4 Industrials 6.98%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
57
+37
677
$6K ﹤0.01%
350
678
$6K ﹤0.01%
109
679
$6K ﹤0.01%
71
680
$6K ﹤0.01%
74
681
$6K ﹤0.01%
199
682
$6K ﹤0.01%
87
683
$6K ﹤0.01%
145
684
$6K ﹤0.01%
220
685
$6K ﹤0.01%
51
686
$6K ﹤0.01%
72
687
$6K ﹤0.01%
604
688
$5K ﹤0.01%
29
-15
689
$5K ﹤0.01%
1,749
-58
690
$5K ﹤0.01%
67
691
$5K ﹤0.01%
187
692
$5K ﹤0.01%
189
693
$5K ﹤0.01%
124
694
$5K ﹤0.01%
152
695
$5K ﹤0.01%
71
696
$5K ﹤0.01%
224
697
$5K ﹤0.01%
353
698
$5K ﹤0.01%
38
699
$5K ﹤0.01%
50
700
$5K ﹤0.01%
199