EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$624K
3
+$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1
+$671K
2
+$575K
3
+$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.74%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
65
1052
$2K ﹤0.01%
90
-56
1053
$2K ﹤0.01%
37
-5
1054
$2K ﹤0.01%
77
1055
$2K ﹤0.01%
99
1056
$2K ﹤0.01%
42
1057
$2K ﹤0.01%
78
1058
$2K ﹤0.01%
51
1059
$2K ﹤0.01%
44
1060
$2K ﹤0.01%
34
1061
$2K ﹤0.01%
848
1062
$2K ﹤0.01%
41
-116
1063
$2K ﹤0.01%
30
1064
$2K ﹤0.01%
392
-213
1065
$2K ﹤0.01%
+31
1066
$2K ﹤0.01%
209
1067
$2K ﹤0.01%
17
1068
$2K ﹤0.01%
130
-12,560
1069
$2K ﹤0.01%
117
-33
1070
$2K ﹤0.01%
23
1071
$2K ﹤0.01%
51
1072
$2K ﹤0.01%
161
1073
$2K ﹤0.01%
42
1074
$2K ﹤0.01%
59
1075
$2K ﹤0.01%
58
41 42
43
44 45