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
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$741K
2
+$643K
3
+$392K
4
XOM icon
Exxon Mobil
XOM
+$376K
5
EMR icon
Emerson Electric
EMR
+$361K

Top Sells

1
+$669K
2
+$535K
3
+$441K
4
BG icon
Bunge Global
BG
+$274K
5
XL
XL Group Ltd.
XL
+$271K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.74%
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%
9
902
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903
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906
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908
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922
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40
924
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925
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37
35 36
37
38 39