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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
701
$5K ﹤0.01%
125
702
$5K ﹤0.01%
233
703
$5K ﹤0.01%
72
704
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43
705
$5K ﹤0.01%
13
706
$5K ﹤0.01%
92
707
$5K ﹤0.01%
130
708
$5K ﹤0.01%
147
709
$5K ﹤0.01%
138
710
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80
-45
711
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119
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126
713
$5K ﹤0.01%
80
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$5K ﹤0.01%
778
715
$5K ﹤0.01%
33
716
$5K ﹤0.01%
86
717
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94
718
$5K ﹤0.01%
600
719
$5K ﹤0.01%
450
720
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+156
721
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60
722
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620
723
$5K ﹤0.01%
157
724
$5K ﹤0.01%
117
725
$5K ﹤0.01%
163
-76