EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$9.29M
3
+$6.43M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.88%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
+9
1027
$1K ﹤0.01%
+24
1028
$1K ﹤0.01%
+11
1029
$1K ﹤0.01%
+31
1030
$1K ﹤0.01%
+42
1031
$1K ﹤0.01%
+40
1032
$1K ﹤0.01%
+28
1033
$1K ﹤0.01%
+22
1034
$1K ﹤0.01%
+28
1035
$1K ﹤0.01%
+113
1036
$1K ﹤0.01%
+57
1037
$1K ﹤0.01%
+30
1038
$1K ﹤0.01%
+78
1039
$1K ﹤0.01%
+45
1040
$1K ﹤0.01%
+13
1041
$1K ﹤0.01%
+67
1042
$1K ﹤0.01%
+2,360
1043
$1K ﹤0.01%
+28
1044
$1K ﹤0.01%
+24
1045
$1K ﹤0.01%
+86
1046
$1K ﹤0.01%
+97
1047
$1K ﹤0.01%
+16
1048
$1K ﹤0.01%
+24
1049
$1K ﹤0.01%
+20
1050
$1K ﹤0.01%
+25
40 41
42
43 44