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

Top Buys

1 +$702K
2 +$346K
3 +$303K
4
CHK
Chesapeake Energy Corporation
CHK
+$254K
5
BG icon
Bunge Global
BG
+$247K

Top Sells

1 +$686K
2 +$463K
3 +$411K
4
DST
DST Systems Inc.
DST
+$348K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347K

Sector Composition

1 Financials 18.22%
2 Healthcare 8.78%
3 Energy 6.83%
4 Industrials 6.52%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$7K ﹤0.01%
116
702
$7K ﹤0.01%
582
703
$7K ﹤0.01%
288
704
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180
705
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178
+152
706
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708
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709
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710
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280
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711
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714
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715
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716
$6K ﹤0.01%
1,120
717
$6K ﹤0.01%
198
718
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41
719
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117
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721
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722
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723
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-26
724
$6K ﹤0.01%
5
725
$6K ﹤0.01%
+251