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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
$170M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$383K
3
+$378K
4
WMT icon
Walmart Inc
WMT
+$361K
5
EMR icon
Emerson Electric
EMR
+$313K

Top Sells

1
+$3.57M
2
+$216K
3
+$196K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$190K
5
ARG
Airgas Inc
ARG
+$186K

Sector Composition

1 Financials 18.45%
2 Consumer Staples 11.22%
3 Healthcare 7.47%
4 Industrials 6.98%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
24
977
$1K ﹤0.01%
105
978
$1K ﹤0.01%
1,000
979
$1K ﹤0.01%
36
980
$1K ﹤0.01%
11
981
$1K ﹤0.01%
25
-11
982
$1K ﹤0.01%
24
983
$1K ﹤0.01%
30
984
$1K ﹤0.01%
+46
985
$1K ﹤0.01%
255
986
– –
-44
987
– –
-95
988
– –
-142
989
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-1,649
990
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-155
991
$0 ﹤0.01%
+1
992
$0 ﹤0.01%
+12
993
$0 ﹤0.01%
20
-28
994
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-250
995
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996
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998
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999
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1000
– –
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38 39
40
41 42