We are live on ! Find out more
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
$773M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.1M
3
+$5.75M
4
MSFT icon
Microsoft
MSFT
+$5.5M
5
ECVT icon
Ecovyst
ECVT
+$5.46M

Top Sells

1
+$836K
2
+$630K
3
+$498K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$441K
5
ENB icon
Enbridge
ENB
+$407K

Sector Composition

1 Financials 11.67%
2 Technology 6.46%
3 Consumer Staples 4.7%
4 Healthcare 4.58%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-88
1102
– –
-339
1103
– –
-774
1104
– –
-1,194
1105
– –
-257
1106
– –
-1,134
1107
– –
-68
1108
– –
-6
1109
– –
-439
1110
– –
-5
1111
– –
-67
1112
– –
-24
1113
– –
-102
1114
– –
-110
1115
– –
-26
1116
– –
-1,725
1117
– –
-28
1118
– –
-10,177
1119
– –
-29
1120
– –
-911
1121
– –
-149
1122
– –
-205
1123
– –
-860
1124
– –
-178
1125
– –
-43
43 44
45
46 47