EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$624K
3
+$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1
+$671K
2
+$575K
3
+$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
40
827
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+145
828
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211
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829
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42
830
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+252
831
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32
-25
832
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250
833
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834
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835
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836
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837
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838
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139
-7,560
839
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55
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840
$4K ﹤0.01%
50
841
$4K ﹤0.01%
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842
$4K ﹤0.01%
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843
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844
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103
+34
845
$4K ﹤0.01%
16
846
$4K ﹤0.01%
+3
847
$4K ﹤0.01%
60
848
$4K ﹤0.01%
175
849
$4K ﹤0.01%
+1
850
$4K ﹤0.01%
91
32 33
34
35 36