EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$624K
3
+$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1
+$671K
2
+$575K
3
+$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.74%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
+58
977
$2K ﹤0.01%
25
978
$2K ﹤0.01%
45
979
$2K ﹤0.01%
95
980
$2K ﹤0.01%
160
981
$2K ﹤0.01%
65
982
$2K ﹤0.01%
42
983
$2K ﹤0.01%
25
984
$2K ﹤0.01%
26
985
$2K ﹤0.01%
18
986
$2K ﹤0.01%
62
987
$2K ﹤0.01%
26
988
$2K ﹤0.01%
250
989
$2K ﹤0.01%
11
990
$2K ﹤0.01%
35
991
$2K ﹤0.01%
39
992
$2K ﹤0.01%
383
993
$2K ﹤0.01%
100
994
$2K ﹤0.01%
148
995
$2K ﹤0.01%
34
996
$2K ﹤0.01%
84
997
$2K ﹤0.01%
470
998
$2K ﹤0.01%
+136
999
$2K ﹤0.01%
74
1000
$2K ﹤0.01%
33
38 39
40
41 42