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
$177M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$304K
3
+$271K
4
MRVL icon
Marvell Technology
MRVL
+$255K
5
STX icon
Seagate
STX
+$202K

Top Sells

1
+$1.23M
2
+$290K
3
+$249K
4
DRI icon
Darden Restaurants
DRI
+$239K
5
POST icon
Post Holdings
POST
+$213K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 10.59%
3 Healthcare 7.04%
4 Industrials 6.97%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
78
802
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136
803
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321
804
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68
805
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48
806
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28
807
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94
808
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105
809
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78
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192
811
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111
812
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813
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814
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815
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816
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142
817
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+91
818
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282
-1,031
819
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75
820
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821
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30
822
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77
823
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184
824
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79
825
$3K ﹤0.01%
36
31 32
33
34 35