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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
1201
$1K ﹤0.01%
44
1202
$1K ﹤0.01%
7
1203
$1K ﹤0.01%
24
1204
$1K ﹤0.01%
37
1205
$1K ﹤0.01%
210
-563
1206
$1K ﹤0.01%
25
-66
1207
$1K ﹤0.01%
11
-9
1208
$1K ﹤0.01%
37
1209
$1K ﹤0.01%
51
+27
1210
$1K ﹤0.01%
14
1211
$1K ﹤0.01%
+21
1212
$1K ﹤0.01%
28
1213
$1K ﹤0.01%
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1214
$1K ﹤0.01%
30
1215
$1K ﹤0.01%
25
1216
$1K ﹤0.01%
2
-4
1217
$1K ﹤0.01%
+7
1218
$1K ﹤0.01%
22
1219
$1K ﹤0.01%
+75
1220
$1K ﹤0.01%
+41
1221
$1K ﹤0.01%
16
1222
$1K ﹤0.01%
+76
1223
$1K ﹤0.01%
235
-464
1224
$1K ﹤0.01%
15
1225
$1K ﹤0.01%
16
47 48
49
50 51