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
901
$3K ﹤0.01%
48
902
$3K ﹤0.01%
78
903
$3K ﹤0.01%
102
904
$3K ﹤0.01%
125
-51
905
$3K ﹤0.01%
7
906
$3K ﹤0.01%
37
-22
907
$3K ﹤0.01%
140
+32
908
$3K ﹤0.01%
146
-48
909
$3K ﹤0.01%
99
910
$3K ﹤0.01%
47
911
$3K ﹤0.01%
71
912
$3K ﹤0.01%
36
913
$3K ﹤0.01%
187
914
$3K ﹤0.01%
+57
915
$3K ﹤0.01%
116
916
$3K ﹤0.01%
40
917
$3K ﹤0.01%
66
918
$3K ﹤0.01%
37
919
$3K ﹤0.01%
61
920
$3K ﹤0.01%
107
921
$3K ﹤0.01%
163
+54
922
$3K ﹤0.01%
72
923
$3K ﹤0.01%
+132
924
$3K ﹤0.01%
58
925
$3K ﹤0.01%
48
35 36
37
38 39