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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
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$841K 0.43%
909
-52
52
$831K 0.43%
5,126
-136
53
$815K 0.42%
4,425
54
$779K 0.4%
15,101
-1,025
55
$777K 0.4%
7,739
56
$764K 0.39%
5,131
-16
57
$755K 0.39%
17,174
-1,148
58
$730K 0.38%
5,920
-20
59
$723K 0.37%
2,176
-20
60
$706K 0.36%
1,673
-4
61
$689K 0.36%
5,750
-290
62
$680K 0.35%
2,065
+6
63
$640K 0.33%
9,651
-589
64
$629K 0.32%
3,173
-161
65
$625K 0.32%
4,288
-8
66
$613K 0.32%
2,593
-27
67
$605K 0.31%
2,801
+11
68
$597K 0.31%
23,431
-2,746
69
$589K 0.3%
8,453
+17
70
$578K 0.3%
6,831
-341
71
$569K 0.29%
2,309
-165
72
$558K 0.29%
1,151
+57
73
$558K 0.29%
1,117
-43
74
$555K 0.29%
1,163
-192
75
$539K 0.28%
4,024
-136
1 2
3
4 5