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
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$353K
3
+$323K
4
CHK
Chesapeake Energy Corporation
CHK
+$255K
5
BG icon
Bunge Global
BG
+$252K

Top Sells

1
+$685K
2
+$476K
3
+$453K
4
DST
DST Systems Inc.
DST
+$372K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Financials 18.25%
2 Healthcare 8.51%
3 Energy 6.83%
4 Industrials 6.51%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
55
702
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+1,000
703
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85
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704
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705
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706
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353
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707
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128
708
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+250
709
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710
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93
+12
711
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712
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714
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600
715
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716
$6K ﹤0.01%
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718
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+9
719
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$6K ﹤0.01%
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721
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112
722
$6K ﹤0.01%
1,120
723
$6K ﹤0.01%
198
724
$6K ﹤0.01%
41
725
$6K ﹤0.01%
117
+17
27 28
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30 31