EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$343K
3
+$327K
4
FFIV icon
F5
FFIV
+$326K
5
DD icon
DuPont de Nemours
DD
+$326K

Top Sells

1
+$2.64M
2
+$1.41M
3
+$1.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$966K
5
CVX icon
Chevron
CVX
+$482K

Sector Composition

1 Financials 18.91%
2 Healthcare 7.51%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
35
977
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120
+77
978
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103
979
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40
980
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80
+29
981
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110
982
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33
983
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984
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985
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986
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28
987
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+142
988
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95
989
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990
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+22
991
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48
992
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91
993
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994
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995
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996
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30
997
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+142
998
$3K ﹤0.01%
42
999
$3K ﹤0.01%
542
1000
$3K ﹤0.01%
83
38 39
40
41 42