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
$169M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$998K
3
+$637K
4
PEP icon
PepsiCo
PEP
+$603K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$544K

Top Sells

1
+$920K
2
+$723K
3
+$575K
4
FFIV icon
F5
FFIV
+$542K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$535K

Sector Composition

1 Financials 21.02%
2 Consumer Staples 8.42%
3 Healthcare 7.57%
4 Industrials 5.98%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-45
1127
$0 ﹤0.01%
4
1128
– –
-9
1129
– –
-53
1130
– –
-482
1131
– –
-366
1132
– –
-72
1133
$0 ﹤0.01%
16
1134
$0 ﹤0.01%
22
1135
– –
-22
1136
– –
-579
1137
– –
-82
1138
$0 ﹤0.01%
97
-3,907
1139
– –
-66
1140
– –
-30
1141
– –
-401
1142
– –
-484
1143
– –
-314
1144
– –
-297
1145
– –
-6
1146
– –
-372
1147
– –
-119
1148
– –
-3
1149
– –
-9
1150
– –
-40
44 45
46
47 48