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
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$741K
2 +$643K
3 +$392K
4
XOM icon
Exxon Mobil
XOM
+$376K
5
EMR icon
Emerson Electric
EMR
+$361K

Top Sells

1 +$669K
2 +$535K
3 +$441K
4
BG icon
Bunge Global
BG
+$274K
5
XL
XL Group Ltd.
XL
+$271K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.74%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$6K ﹤0.01%
182
752
$6K ﹤0.01%
41
753
$6K ﹤0.01%
450
754
$6K ﹤0.01%
169
-465
755
$6K ﹤0.01%
275
756
$6K ﹤0.01%
125
757
$6K ﹤0.01%
157
758
$6K ﹤0.01%
243
759
$6K ﹤0.01%
73
760
$6K ﹤0.01%
938
761
$6K ﹤0.01%
105
762
$6K ﹤0.01%
88
763
$6K ﹤0.01%
145
764
$6K ﹤0.01%
620
765
$6K ﹤0.01%
52
766
$6K ﹤0.01%
94
767
$6K ﹤0.01%
68
-7
768
$6K ﹤0.01%
129
769
$6K ﹤0.01%
124
770
$6K ﹤0.01%
80
771
$6K ﹤0.01%
305
772
$6K ﹤0.01%
296
773
$6K ﹤0.01%
114
774
$6K ﹤0.01%
729
775
$6K ﹤0.01%
123