EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$343K
3
+$327K
4
FFIV icon
F5
FFIV
+$326K
5
DD icon
DuPont de Nemours
DD
+$326K

Top Sells

1
+$2.64M
2
+$1.41M
3
+$1.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$966K
5
CVX icon
Chevron
CVX
+$482K

Sector Composition

1 Financials 18.91%
2 Healthcare 7.51%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$1K ﹤0.01%
+7
1152
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+13
1153
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+40
1154
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+42
1155
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25
1156
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+110
1157
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+19
1158
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44
1159
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33
1160
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51
1161
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183
-470
1162
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24
1163
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+15
1164
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+69
1165
$1K ﹤0.01%
+18
1166
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22
1167
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+81
1168
$1K ﹤0.01%
+17
1169
$1K ﹤0.01%
+125
1170
$1K ﹤0.01%
31
1171
$1K ﹤0.01%
174
1172
$1K ﹤0.01%
102
-122
1173
$1K ﹤0.01%
144
1174
$1K ﹤0.01%
+89
1175
$1K ﹤0.01%
9
45 46
47
48 49