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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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$752K
3
+$450K
4
KMI icon
Kinder Morgan
KMI
+$383K
5
DRI icon
Darden Restaurants
DRI
+$363K

Top Sells

1
+$926K
2
+$523K
3
+$504K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$376K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
112
-194
1177
$1K ﹤0.01%
+35
1178
$1K ﹤0.01%
+21
1179
$1K ﹤0.01%
20
1180
$1K ﹤0.01%
13
1181
$1K ﹤0.01%
91
1182
$1K ﹤0.01%
36
1183
$1K ﹤0.01%
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1184
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1185
$1K ﹤0.01%
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1186
$1K ﹤0.01%
36
1187
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1188
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81
-126
1189
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22
1190
$1K ﹤0.01%
+54
1191
$1K ﹤0.01%
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1192
– –
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1193
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25
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$1K ﹤0.01%
+54
1195
$1K ﹤0.01%
18
-15
1196
$1K ﹤0.01%
+24
1197
$1K ﹤0.01%
26
1198
$1K ﹤0.01%
+23
1199
$1K ﹤0.01%
37
1200
$1K ﹤0.01%
+21
46 47
48
49 50