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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
1001
$2K ﹤0.01%
11
1002
$2K ﹤0.01%
35
1003
$2K ﹤0.01%
39
1004
$2K ﹤0.01%
+110
1005
$2K ﹤0.01%
+50
1006
$2K ﹤0.01%
74
1007
$2K ﹤0.01%
+36
1008
$2K ﹤0.01%
64
+22
1009
$2K ﹤0.01%
105
1010
$2K ﹤0.01%
58
-72
1011
$2K ﹤0.01%
+11
1012
$2K ﹤0.01%
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1013
$2K ﹤0.01%
54
1014
$2K ﹤0.01%
138
1015
$2K ﹤0.01%
40
1016
$2K ﹤0.01%
+23
1017
$2K ﹤0.01%
65
1018
$2K ﹤0.01%
27
1019
$2K ﹤0.01%
+23
1020
$2K ﹤0.01%
31
1021
$2K ﹤0.01%
25
1022
$2K ﹤0.01%
45
1023
$2K ﹤0.01%
109
-78
1024
$2K ﹤0.01%
36
1025
$2K ﹤0.01%
25
39 40
41
42 43