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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
976
$3K ﹤0.01%
212
977
$3K ﹤0.01%
59
+25
978
$3K ﹤0.01%
+141
979
$3K ﹤0.01%
88
980
$3K ﹤0.01%
33
981
$3K ﹤0.01%
+1,656
982
$3K ﹤0.01%
3,821
-3,984
983
$3K ﹤0.01%
+23
984
$3K ﹤0.01%
288
985
$3K ﹤0.01%
59
-4
986
$3K ﹤0.01%
52
987
$3K ﹤0.01%
62
988
$3K ﹤0.01%
+166
989
$3K ﹤0.01%
202
990
$3K ﹤0.01%
116
991
$2K ﹤0.01%
+65
992
$2K ﹤0.01%
131
-250
993
$2K ﹤0.01%
42
-7
994
$2K ﹤0.01%
26
995
$2K ﹤0.01%
31
-111
996
$2K ﹤0.01%
18
+3
997
$2K ﹤0.01%
62
998
$2K ﹤0.01%
26
999
$2K ﹤0.01%
80
1000
$2K ﹤0.01%
175
-77
38 39
40
41 42