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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
$206M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$307K
3
+$295K
4
AMLP icon
Alerian MLP ETF
AMLP
+$238K
5
KO icon
Coca-Cola
KO
+$227K

Top Sells

1
+$7.02M
2
+$443K
3
+$330K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$243K
5
EXPE icon
Expedia Group
EXPE
+$232K

Sector Composition

1 Financials 15.59%
2 Consumer Staples 9.04%
3 Healthcare 6.8%
4 Industrials 6.26%
5 Technology 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
240
852
$1K ﹤0.01%
18
853
$1K ﹤0.01%
23
854
$1K ﹤0.01%
32
855
$1K ﹤0.01%
32
856
$1K ﹤0.01%
51
857
$1K ﹤0.01%
77
858
$1K ﹤0.01%
14
859
$1K ﹤0.01%
27
-106
860
$1K ﹤0.01%
35
861
$1K ﹤0.01%
7
862
$1K ﹤0.01%
20
863
$1K ﹤0.01%
17
-37
864
$1K ﹤0.01%
113
865
$1K ﹤0.01%
11
866
$1K ﹤0.01%
36
-121
867
$1K ﹤0.01%
70
-67
868
$1K ﹤0.01%
393
869
$1K ﹤0.01%
22
870
$1K ﹤0.01%
18
871
$1K ﹤0.01%
6
872
$1K ﹤0.01%
+36
873
$1K ﹤0.01%
67
874
$1K ﹤0.01%
57
875
$1K ﹤0.01%
20
33 34
35
36 37