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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
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.27%
2,895
+540
77
$531K 0.27%
863
+5
78
$513K 0.26%
3,030
-181
79
$493K 0.25%
2,702
+389
80
$470K 0.24%
1,361
-86
81
$459K 0.24%
1,860
-189
82
$452K 0.23%
8,956
-2,040
83
$446K 0.23%
3,027
+4
84
$446K 0.23%
5,084
-4
85
$443K 0.23%
4,107
-198
86
$426K 0.22%
6,450
-65
87
$426K 0.22%
2,680
-5
88
$426K 0.22%
2,492
-109
89
$419K 0.22%
2,703
+1
90
$408K 0.21%
3,562
-162
91
$371K 0.19%
3,002
-127
92
$371K 0.19%
2,569
-33
93
$368K 0.19%
2,514
-131
94
$339K 0.17%
7,518
+204
95
$339K 0.17%
1,268
-9
96
$336K 0.17%
255
-76
97
$325K 0.17%
5,439
-1,362
98
$320K 0.17%
1,821
-198
99
$311K 0.16%
391
+1
100
$309K 0.16%
1,094
-19
2 3
4
5 6