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
726
$6K ﹤0.01%
133
727
$6K ﹤0.01%
113
728
$6K ﹤0.01%
52
729
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730
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94
731
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125
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732
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733
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734
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735
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736
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738
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61
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739
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740
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210
+188
741
$6K ﹤0.01%
1,058
742
$6K ﹤0.01%
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744
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338
+185
745
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746
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747
$6K ﹤0.01%
54
748
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60
749
$5K ﹤0.01%
328
750
$5K ﹤0.01%
45