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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$345K
3
+$284K
4
BIIB icon
Biogen
BIIB
+$263K
5
EXPE icon
Expedia Group
EXPE
+$235K

Top Sells

1
+$1.09M
2
+$750K
3
+$681K
4
LOW icon
Lowe's Companies
LOW
+$329K
5
CAG icon
Conagra Brands
CAG
+$301K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
166
752
$4K ﹤0.01%
54
+37
753
$4K ﹤0.01%
218
-107
754
$4K ﹤0.01%
36
-120
755
$4K ﹤0.01%
126
756
$4K ﹤0.01%
116
757
$4K ﹤0.01%
+95
758
$4K ﹤0.01%
116
759
$4K ﹤0.01%
1,000
760
$4K ﹤0.01%
+33
761
$4K ﹤0.01%
1,120
762
$3K ﹤0.01%
5
763
$3K ﹤0.01%
23
764
$3K ﹤0.01%
65
765
$3K ﹤0.01%
1,200
766
$3K ﹤0.01%
118
767
$3K ﹤0.01%
542
768
$3K ﹤0.01%
151
769
$3K ﹤0.01%
96
-101
770
$3K ﹤0.01%
18
771
$3K ﹤0.01%
65
772
$3K ﹤0.01%
676
773
$3K ﹤0.01%
288
774
$3K ﹤0.01%
567
-16
775
$3K ﹤0.01%
66
29 30
31
32 33