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
$168M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$430K
3
+$401K
4
RTX icon
RTX Corp
RTX
+$347K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$296K

Top Sells

1
+$896K
2
+$584K
3
+$465K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$351K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Financials 16.89%
2 Energy 8%
3 Healthcare 7.55%
4 Consumer Staples 7.06%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
+236
1002
$3K ﹤0.01%
89
1003
$3K ﹤0.01%
28
+8
1004
$3K ﹤0.01%
10
-3
1005
$3K ﹤0.01%
57
1006
$3K ﹤0.01%
35
1007
$3K ﹤0.01%
116
1008
$3K ﹤0.01%
120
1009
$3K ﹤0.01%
103
1010
$3K ﹤0.01%
220
1011
$3K ﹤0.01%
33
1012
$3K ﹤0.01%
7
+4
1013
$3K ﹤0.01%
158
1014
$3K ﹤0.01%
114
1015
$3K ﹤0.01%
55
1016
$3K ﹤0.01%
1,198
+275
1017
$3K ﹤0.01%
312
1018
$3K ﹤0.01%
70
+18
1019
$3K ﹤0.01%
636
+569
1020
$2K ﹤0.01%
94
1021
$2K ﹤0.01%
+79
1022
$2K ﹤0.01%
47
1023
$2K ﹤0.01%
47
1024
$2K ﹤0.01%
15
1025
$2K ﹤0.01%
62
39 40
41
42 43