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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
1051
$2K ﹤0.01%
+99
1052
$2K ﹤0.01%
51
1053
$2K ﹤0.01%
48
1054
$2K ﹤0.01%
+50
1055
$2K ﹤0.01%
44
-75
1056
$2K ﹤0.01%
34
1057
$2K ﹤0.01%
+848
1058
$2K ﹤0.01%
151
1059
$2K ﹤0.01%
190
+126
1060
$2K ﹤0.01%
62
1061
$2K ﹤0.01%
17
1062
$2K ﹤0.01%
15
1063
$2K ﹤0.01%
23
1064
$2K ﹤0.01%
+161
1065
$2K ﹤0.01%
42
1066
$2K ﹤0.01%
59
1067
$2K ﹤0.01%
+58
1068
$2K ﹤0.01%
25
1069
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38
1070
$2K ﹤0.01%
20
1071
$2K ﹤0.01%
45
1072
$2K ﹤0.01%
23
1073
$2K ﹤0.01%
69
1074
$2K ﹤0.01%
25
1075
$2K ﹤0.01%
160
-89
41 42
43
44 45