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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
$169M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$998K
3 +$637K
4
PEP icon
PepsiCo
PEP
+$603K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$544K

Top Sells

1 +$920K
2 +$723K
3 +$575K
4
FFIV icon
F5
FFIV
+$542K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$535K

Sector Composition

1 Financials 21.02%
2 Consumer Staples 8.42%
3 Healthcare 7.57%
4 Industrials 5.98%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$2K ﹤0.01%
12
927
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68
-129
928
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929
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+50
930
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3,000
931
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163
932
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103
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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+450
941
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942
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943
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944
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80
+53
945
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20
947
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60
948
$2K ﹤0.01%
40
949
$2K ﹤0.01%
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950
$2K ﹤0.01%
70