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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
$199M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.1M
3
+$1.08M
4
YUMC icon
Yum China
YUMC
+$738K
5
BMY icon
Bristol-Myers Squibb
BMY
+$656K

Top Sells

1
+$2.55M
2
+$1.91M
3
+$665K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$561K
5
AGN
Allergan plc
AGN
+$514K

Sector Composition

1 Financials 20.77%
2 Consumer Staples 9.45%
3 Industrials 6.64%
4 Healthcare 6.12%
5 Technology 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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1102
$0 ﹤0.01%
29
-103
1103
$0 ﹤0.01%
22
1104
– –
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1105
– –
-674
1106
– –
-1,700
1107
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1108
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-2,000
1109
– –
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1110
$0 ﹤0.01%
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1111
$0 ﹤0.01%
15
1112
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1113
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5
1114
$0 ﹤0.01%
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1115
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-3,000
1116
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1117
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1118
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1119
$0 ﹤0.01%
1
1120
$0 ﹤0.01%
1
1121
$0 ﹤0.01%
4
-3
1122
– –
-48
1123
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-385
1124
– –
-25
1125
– –
-117
42 43 44
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