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
801
$5K ﹤0.01%
+699
802
$5K ﹤0.01%
72
803
$5K ﹤0.01%
132
804
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400
805
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134
806
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95
807
$5K ﹤0.01%
43
808
$5K ﹤0.01%
1,120
809
$5K ﹤0.01%
71
810
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267
811
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140
812
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16
813
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102
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8
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815
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94
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816
$5K ﹤0.01%
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817
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94
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819
$5K ﹤0.01%
79
820
$5K ﹤0.01%
647
821
$5K ﹤0.01%
122
822
$5K ﹤0.01%
+164
823
$5K ﹤0.01%
40
824
$5K ﹤0.01%
134
825
$5K ﹤0.01%
72
31 32
33
34 35