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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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
+77
952
$3K ﹤0.01%
95
953
$3K ﹤0.01%
42
954
$3K ﹤0.01%
158
955
$3K ﹤0.01%
55
956
$3K ﹤0.01%
140
957
$3K ﹤0.01%
54
958
$3K ﹤0.01%
30
959
$3K ﹤0.01%
605
960
$3K ﹤0.01%
+209
961
$3K ﹤0.01%
269
-193
962
$3K ﹤0.01%
+150
963
$3K ﹤0.01%
9
964
$3K ﹤0.01%
+51
965
$3K ﹤0.01%
+82
966
$3K ﹤0.01%
542
967
$3K ﹤0.01%
83
968
$3K ﹤0.01%
179
969
$3K ﹤0.01%
+81
970
$3K ﹤0.01%
+25
971
$3K ﹤0.01%
42
972
$3K ﹤0.01%
68
-125
973
$3K ﹤0.01%
116
974
$3K ﹤0.01%
54
975
$3K ﹤0.01%
49
37 38
39
40 41