We are live on ! Find out more
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
$773M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.1M
3
+$5.75M
4
MSFT icon
Microsoft
MSFT
+$5.5M
5
ECVT icon
Ecovyst
ECVT
+$5.46M

Top Sells

1
+$836K
2
+$630K
3
+$498K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$441K
5
ENB icon
Enbridge
ENB
+$407K

Sector Composition

1 Financials 11.67%
2 Technology 6.46%
3 Consumer Staples 4.7%
4 Healthcare 4.58%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-37
977
– –
-262
978
– –
-44
979
– –
-188
980
– –
-630
981
– –
-65
982
– –
-1,000
983
– –
-2,023
984
– –
-592
985
– –
-14
986
– –
-62
987
– –
-585
988
– –
-120
989
– –
-837
990
– –
-70
991
– –
-500
992
– –
-114
993
– –
-1,266
994
– –
-204
995
– –
-2,834
996
– –
-99
997
– –
-2,744
998
– –
-44
999
– –
-131
1000
– –
-78
38 39
40
41 42