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
876
$4K ﹤0.01%
110
877
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126
+7
878
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+16
879
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710
+16
880
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162
+38
881
$4K ﹤0.01%
70
882
$4K ﹤0.01%
428
883
$4K ﹤0.01%
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884
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68
885
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31
886
$4K ﹤0.01%
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887
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32
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888
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889
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-60
890
$4K ﹤0.01%
31
891
$4K ﹤0.01%
88
892
$4K ﹤0.01%
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893
$4K ﹤0.01%
+263
894
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895
$4K ﹤0.01%
98
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896
$4K ﹤0.01%
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897
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59
898
$4K ﹤0.01%
51
-1
899
$3K ﹤0.01%
65
+10
900
$3K ﹤0.01%
33
34 35
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37 38