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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$345K
3
+$284K
4
BIIB icon
Biogen
BIIB
+$263K
5
EXPE icon
Expedia Group
EXPE
+$235K

Top Sells

1
+$1.09M
2
+$750K
3
+$681K
4
LOW icon
Lowe's Companies
LOW
+$329K
5
CAG icon
Conagra Brands
CAG
+$301K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
3
827
$2K ﹤0.01%
34
828
$2K ﹤0.01%
59
829
$2K ﹤0.01%
8
-3
830
$2K ﹤0.01%
31
831
$2K ﹤0.01%
32
-47
832
$2K ﹤0.01%
32
833
$2K ﹤0.01%
45
834
$2K ﹤0.01%
113
835
$2K ﹤0.01%
116
836
$2K ﹤0.01%
30
837
$2K ﹤0.01%
46
838
$2K ﹤0.01%
112
839
$2K ﹤0.01%
24
840
$2K ﹤0.01%
102
841
$2K ﹤0.01%
62
842
$2K ﹤0.01%
74
843
$2K ﹤0.01%
54
-709
844
$2K ﹤0.01%
13
845
$2K ﹤0.01%
42
846
$2K ﹤0.01%
65
847
$2K ﹤0.01%
65
848
$2K ﹤0.01%
42
849
$2K ﹤0.01%
26
850
$2K ﹤0.01%
37
32 33
34
35 36