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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.29M
3
+$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
+81
827
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+40
828
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+192
829
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+148
830
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+36
831
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+74
832
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+97
833
$2K ﹤0.01%
+71
834
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+50
835
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+105
836
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+312
837
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+8
838
$2K ﹤0.01%
+255
839
$2K ﹤0.01%
+138
840
$2K ﹤0.01%
+116
841
$2K ﹤0.01%
+31
842
$2K ﹤0.01%
+66
843
$2K ﹤0.01%
+270
844
$2K ﹤0.01%
+37
845
$2K ﹤0.01%
+50
846
$2K ﹤0.01%
+45
847
$2K ﹤0.01%
+90
848
$2K ﹤0.01%
+46
849
$2K ﹤0.01%
+63
850
$2K ﹤0.01%
+32
32 33
34
35 36