We are live on ! Find out more
EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$476K
3
+$282K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$239K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$200K

Top Sells

1
+$1.45M
2
+$1.1M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$590K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7K ﹤0.01%
145
802
$7K ﹤0.01%
56
803
$7K ﹤0.01%
196
+21
804
$7K ﹤0.01%
345
805
$7K ﹤0.01%
126
806
$7K ﹤0.01%
149
807
$7K ﹤0.01%
88
-315
808
$7K ﹤0.01%
208
+39
809
$7K ﹤0.01%
181
+71
810
$7K ﹤0.01%
88
+10
811
$7K ﹤0.01%
109
+27
812
$7K ﹤0.01%
41
813
$7K ﹤0.01%
155
814
$7K ﹤0.01%
+167
815
$7K ﹤0.01%
310
+55
816
$7K ﹤0.01%
96
817
$7K ﹤0.01%
184
818
$7K ﹤0.01%
+228
819
$7K ﹤0.01%
852
820
$7K ﹤0.01%
973
+543
821
$7K ﹤0.01%
286
822
$7K ﹤0.01%
59
823
$7K ﹤0.01%
63
824
$7K ﹤0.01%
207
825
$7K ﹤0.01%
71
31 32
33
34 35