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
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$353K
3
+$323K
4
CHK
Chesapeake Energy Corporation
CHK
+$255K
5
BG icon
Bunge Global
BG
+$252K

Top Sells

1
+$685K
2
+$476K
3
+$453K
4
DST
DST Systems Inc.
DST
+$372K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Financials 18.25%
2 Healthcare 8.78%
3 Energy 6.83%
4 Industrials 6.51%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
59
+28
927
$3K ﹤0.01%
1
928
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116
929
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97
930
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931
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40
932
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933
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934
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935
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936
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937
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938
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939
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95
+61
940
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42
941
$3K ﹤0.01%
158
+113
942
$3K ﹤0.01%
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943
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944
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88
-116
945
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30
946
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947
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84
948
$3K ﹤0.01%
9
949
$3K ﹤0.01%
162
950
$3K ﹤0.01%
83
+30
36 37
38
39 40