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
776
$3K ﹤0.01%
42
777
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26
778
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15
779
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78
780
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69
781
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24
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28
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40
784
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64
-391
785
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321
786
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531
787
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788
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789
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75
790
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792
$3K ﹤0.01%
+146
793
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450
794
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795
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26
796
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797
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137
798
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38
-9
799
$3K ﹤0.01%
1,296
800
$3K ﹤0.01%
16
-13
30 31
32
33 34