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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$800K
3
+$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1
+$585K
2
+$392K
3
+$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
18
1202
$1K ﹤0.01%
65
1203
$1K ﹤0.01%
11
1204
$1K ﹤0.01%
+42
1205
$1K ﹤0.01%
+22
1206
$1K ﹤0.01%
21
1207
$1K ﹤0.01%
+16
1208
$1K ﹤0.01%
+24
1209
– –
0
1210
$1K ﹤0.01%
+34
1211
$1K ﹤0.01%
+12
1212
$1K ﹤0.01%
51
1213
$1K ﹤0.01%
+22
1214
$1K ﹤0.01%
+32
1215
$1K ﹤0.01%
+45
1216
$1K ﹤0.01%
+28
1217
$1K ﹤0.01%
+36
1218
$1K ﹤0.01%
31
1219
$1K ﹤0.01%
22
-88
1220
$1K ﹤0.01%
+16
1221
$1K ﹤0.01%
+33
1222
$1K ﹤0.01%
24
1223
$1K ﹤0.01%
+10
1224
$1K ﹤0.01%
17
1225
$1K ﹤0.01%
3
47 48
49
50 51