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
$166M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.32M
3
+$1.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$518K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$433K

Top Sells

1
+$1.59M
2
+$718K
3
+$708K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$597K
5
EXPE icon
Expedia Group
EXPE
+$585K

Sector Composition

1 Financials 20.48%
2 Consumer Staples 10%
3 Industrials 6.81%
4 Healthcare 6.65%
5 Technology 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
202
827
$3K ﹤0.01%
39
828
$3K ﹤0.01%
75
829
$3K ﹤0.01%
295
830
$3K ﹤0.01%
+228
831
$3K ﹤0.01%
3,000
832
$3K ﹤0.01%
30
833
$3K ﹤0.01%
102
834
$3K ﹤0.01%
74
835
$3K ﹤0.01%
43
836
$3K ﹤0.01%
+263
837
$3K ﹤0.01%
60
+39
838
$3K ﹤0.01%
+59
839
$3K ﹤0.01%
+322
840
$3K ﹤0.01%
68
-226
841
$3K ﹤0.01%
212
842
$2K ﹤0.01%
171
843
$2K ﹤0.01%
27
844
$2K ﹤0.01%
66
845
$2K ﹤0.01%
28
846
$2K ﹤0.01%
26
847
$2K ﹤0.01%
120
848
$2K ﹤0.01%
82
849
$2K ﹤0.01%
15
-22
850
$2K ﹤0.01%
58
32 33
34
35 36