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
$172M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$353K
3
+$323K
4
CHK
Chesapeake Energy Corporation
CHK
+$255K
5
BG icon
Bunge Global
BG
+$252K

Top Sells

1
+$685K
2
+$476K
3
+$453K
4
DST
DST Systems Inc.
DST
+$372K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$362K

Sector Composition

1 Financials 18.25%
2 Healthcare 8.51%
3 Energy 6.83%
4 Industrials 6.51%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
235
1152
$1K ﹤0.01%
42
1153
$1K ﹤0.01%
22
1154
$1K ﹤0.01%
16
1155
$1K ﹤0.01%
24
1156
$1K ﹤0.01%
12
1157
$1K ﹤0.01%
66
-176
1158
$1K ﹤0.01%
32
1159
$1K ﹤0.01%
6
-15
1160
$1K ﹤0.01%
+34
1161
$1K ﹤0.01%
28
1162
$1K ﹤0.01%
+55
1163
$1K ﹤0.01%
13
1164
$1K ﹤0.01%
44
1165
$1K ﹤0.01%
31
1166
$1K ﹤0.01%
174
1167
$1K ﹤0.01%
+13
1168
$1K ﹤0.01%
64
-520
1169
$1K ﹤0.01%
21
1170
$1K ﹤0.01%
+163
1171
$1K ﹤0.01%
80
-242
1172
$1K ﹤0.01%
25
1173
$1K ﹤0.01%
13
1174
$1K ﹤0.01%
7
1175
$1K ﹤0.01%
27
+2
45 46
47
48 49