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
$773M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.1M
3
+$5.75M
4
MSFT icon
Microsoft
MSFT
+$5.5M
5
ECVT icon
Ecovyst
ECVT
+$5.46M

Top Sells

1
+$836K
2
+$630K
3
+$498K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$441K
5
ENB icon
Enbridge
ENB
+$407K

Sector Composition

1 Financials 11.67%
2 Technology 6.46%
3 Consumer Staples 4.7%
4 Healthcare 4.58%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-25
852
– –
-1,655
853
– –
-460
854
– –
-55
855
– –
-84
856
– –
-180
857
– –
-518
858
– –
-744
859
– –
-2,586
860
– –
-1,724
861
– –
-200
862
– –
-72
863
– –
-1,391
864
– –
-140
865
$0 ﹤0.01%
10
866
– –
-440
867
– –
-39
868
– –
-1,228
869
– –
-14
870
– –
-3
871
– –
-112
872
– –
-681
873
$0 ﹤0.01%
12
874
– –
-667
875
– –
-696
33 34
35
36 37