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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
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.16%
719
-68
102
$305K 0.16%
642
-7
103
$304K 0.16%
1,514
-1
104
$304K 0.16%
2,367
-62
105
$295K 0.15%
305
-10
106
$295K 0.15%
2,369
-162
107
$291K 0.15%
1,749
-79
108
$286K 0.15%
1,207
-223
109
$283K 0.15%
1,390
-116
110
$270K 0.14%
4,400
111
$270K 0.14%
765
-56
112
$269K 0.14%
1,394
-10
113
$261K 0.13%
536
+7
114
$261K 0.13%
2,335
-349
115
$260K 0.13%
1,607
+147
116
$257K 0.13%
696
-9
117
$257K 0.13%
1,359
118
$256K 0.13%
5,691
-131
119
$255K 0.13%
1,386
-355
120
$254K 0.13%
1,175
+25
121
$253K 0.13%
3,014
-1,643
122
$252K 0.13%
4,798
123
$249K 0.13%
1,307
-36
124
$248K 0.13%
3,919
+4
125
$246K 0.13%
+1,687
3 4
5
6 7