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
801
$3K ﹤0.01%
+96
802
$3K ﹤0.01%
32
803
$3K ﹤0.01%
288
804
$3K ﹤0.01%
352
805
$2K ﹤0.01%
12
806
$2K ﹤0.01%
51
807
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17
-21
808
$2K ﹤0.01%
44
809
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103
810
$2K ﹤0.01%
+167
811
$2K ﹤0.01%
91
812
$2K ﹤0.01%
+56
813
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814
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815
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27
816
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13
817
$2K ﹤0.01%
+28
818
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819
$2K ﹤0.01%
13
820
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9
821
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27
822
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18
823
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19
824
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134
825
$2K ﹤0.01%
3
31 32
33
34 35