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
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$624K
3 +$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1 +$671K
2 +$575K
3 +$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$1K ﹤0.01%
25
1177
$1K ﹤0.01%
48
1178
$1K ﹤0.01%
36
1179
$1K ﹤0.01%
31
1180
$1K ﹤0.01%
26
1181
$1K ﹤0.01%
25
1182
$1K ﹤0.01%
58
1183
$1K ﹤0.01%
+22
1184
$1K ﹤0.01%
11
1185
$1K ﹤0.01%
25
-96
1186
$1K ﹤0.01%
20
1187
$1K ﹤0.01%
60
1188
$1K ﹤0.01%
36
1189
$1K ﹤0.01%
30
1190
$1K ﹤0.01%
58
1191
$1K ﹤0.01%
33
1192
$1K ﹤0.01%
88
1193
$1K ﹤0.01%
+27
1194
$1K ﹤0.01%
134
-302
1195
$1K ﹤0.01%
19
1196
$1K ﹤0.01%
192
1197
$1K ﹤0.01%
50
1198
$1K ﹤0.01%
40
-112
1199
$1K ﹤0.01%
16
1200
$1K ﹤0.01%
18