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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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
+278
827
$5K ﹤0.01%
312
828
$5K ﹤0.01%
64
829
$5K ﹤0.01%
38
830
$5K ﹤0.01%
233
831
$5K ﹤0.01%
88
832
$5K ﹤0.01%
116
833
$5K ﹤0.01%
+79
834
$5K ﹤0.01%
3,929
-1,769
835
$5K ﹤0.01%
52
-9
836
$5K ﹤0.01%
125
837
$5K ﹤0.01%
119
+95
838
$4K ﹤0.01%
109
839
$4K ﹤0.01%
10
840
$4K ﹤0.01%
69
841
$4K ﹤0.01%
84
842
$4K ﹤0.01%
16
843
$4K ﹤0.01%
60
844
$4K ﹤0.01%
25
845
$4K ﹤0.01%
91
846
$4K ﹤0.01%
59
+32
847
$4K ﹤0.01%
40
848
$4K ﹤0.01%
192
849
$4K ﹤0.01%
132
850
$4K ﹤0.01%
98
-21
32 33
34
35 36