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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.29M
3
+$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
+84
802
$3K ﹤0.01%
+262
803
$3K ﹤0.01%
+60
804
$3K ﹤0.01%
+908
805
$3K ﹤0.01%
+85
806
$3K ﹤0.01%
+244
807
$3K ﹤0.01%
+97
808
$3K ﹤0.01%
+122
809
$2K ﹤0.01%
+596
810
$2K ﹤0.01%
+25
811
$2K ﹤0.01%
+55
812
$2K ﹤0.01%
+47
813
$2K ﹤0.01%
+23
814
$2K ﹤0.01%
+50
815
$2K ﹤0.01%
+105
816
$2K ﹤0.01%
+312
817
$2K ﹤0.01%
+8
818
$2K ﹤0.01%
+681
819
$2K ﹤0.01%
+156
820
$2K ﹤0.01%
+91
821
$2K ﹤0.01%
+48
822
$2K ﹤0.01%
+15
823
$2K ﹤0.01%
+16
824
$2K ﹤0.01%
+148
825
$2K ﹤0.01%
+102
31 32
33
34 35