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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
$191M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$152K
3
+$143K
4
EFX icon
Equifax
EFX
+$114K
5
WSM icon
Williams-Sonoma
WSM
+$113K

Top Sells

1
+$2.54M
2
+$970K
3
+$854K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$779K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$748K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 8.77%
3 Healthcare 7.65%
4 Industrials 6.39%
5 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+22
927
$2K ﹤0.01%
3
928
$2K ﹤0.01%
+370
929
$2K ﹤0.01%
37
930
$2K ﹤0.01%
34
931
$2K ﹤0.01%
106
-167
932
$2K ﹤0.01%
74
933
$2K ﹤0.01%
36
934
$2K ﹤0.01%
31
935
$2K ﹤0.01%
+22
936
$2K ﹤0.01%
32
937
$2K ﹤0.01%
+32
938
$2K ﹤0.01%
17
939
$2K ﹤0.01%
+42
940
$2K ﹤0.01%
113
941
$2K ﹤0.01%
75
942
$2K ﹤0.01%
116
943
$2K ﹤0.01%
30
944
$2K ﹤0.01%
112
945
$2K ﹤0.01%
213
-471
946
$2K ﹤0.01%
+36
947
$2K ﹤0.01%
50
-3,810
948
$2K ﹤0.01%
+63
949
$2K ﹤0.01%
+16
950
$2K ﹤0.01%
+51
36 37
38
39 40