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 7.74%
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
776
$6K ﹤0.01%
729
777
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123
778
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+1
779
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781
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784
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10
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1,235
+954
786
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62
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787
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25
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84
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798
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799
$5K ﹤0.01%
288
800
$5K ﹤0.01%
8