EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
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 +$738K
2 +$624K
3 +$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1 +$671K
2 +$575K
3 +$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
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
776
$6K ﹤0.01%
123
777
$6K ﹤0.01%
+1
778
$6K ﹤0.01%
60
779
$5K ﹤0.01%
75
780
$5K ﹤0.01%
109
781
$5K ﹤0.01%
10
782
$5K ﹤0.01%
1,235
+954
783
$5K ﹤0.01%
62
-3,210
784
$5K ﹤0.01%
124
785
$5K ﹤0.01%
+356
786
$5K ﹤0.01%
25
787
$5K ﹤0.01%
132
+68
788
$5K ﹤0.01%
228
-162
789
$5K ﹤0.01%
+295
790
$5K ﹤0.01%
58
791
$5K ﹤0.01%
53
792
$5K ﹤0.01%
52
793
$5K ﹤0.01%
199
794
$5K ﹤0.01%
78
795
$5K ﹤0.01%
84
+60
796
$5K ﹤0.01%
192
797
$5K ﹤0.01%
288
798
$5K ﹤0.01%
8
799
$5K ﹤0.01%
125
800
$5K ﹤0.01%
91