We are live on ! Find out more
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
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8K ﹤0.01%
202
702
$8K ﹤0.01%
44
+28
703
$7K ﹤0.01%
+1,977
704
$7K ﹤0.01%
237
-270
705
$7K ﹤0.01%
335
-200
706
$7K ﹤0.01%
162
707
$7K ﹤0.01%
164
708
$7K ﹤0.01%
388
709
$7K ﹤0.01%
128
-15
710
$7K ﹤0.01%
462
-205
711
$7K ﹤0.01%
146
712
$7K ﹤0.01%
142
713
$7K ﹤0.01%
212
714
$7K ﹤0.01%
113
+1
715
$7K ﹤0.01%
145
-119
716
$7K ﹤0.01%
600
-100
717
$7K ﹤0.01%
93
718
$7K ﹤0.01%
136
719
$7K ﹤0.01%
116
720
$7K ﹤0.01%
168
721
$7K ﹤0.01%
276
722
$7K ﹤0.01%
399
-585
723
$7K ﹤0.01%
132
724
$7K ﹤0.01%
292
-23
725
$7K ﹤0.01%
203
-339
27 28
29
30 31