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
$206M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$307K
3
+$295K
4
AMLP icon
Alerian MLP ETF
AMLP
+$238K
5
KO icon
Coca-Cola
KO
+$227K

Top Sells

1
+$7.02M
2
+$443K
3
+$330K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$243K
5
EXPE icon
Expedia Group
EXPE
+$232K

Sector Composition

1 Financials 15.59%
2 Consumer Staples 9.04%
3 Healthcare 6.8%
4 Industrials 6.26%
5 Technology 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
66
802
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13
803
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14
804
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9
805
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18
806
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19
807
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134
808
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3
809
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52
810
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17
811
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44
812
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103
813
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43
814
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24
815
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19
816
$2K ﹤0.01%
3
817
$2K ﹤0.01%
34
818
$2K ﹤0.01%
84
-38
819
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59
820
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64
-441
821
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36
822
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31
823
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32
824
$2K ﹤0.01%
32
825
$2K ﹤0.01%
9
-18
31 32
33
34 35