EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$343K
3
+$327K
4
FFIV icon
F5
FFIV
+$326K
5
DD icon
DuPont de Nemours
DD
+$326K

Top Sells

1
+$2.64M
2
+$1.41M
3
+$1.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$966K
5
CVX icon
Chevron
CVX
+$482K

Sector Composition

1 Financials 18.91%
2 Healthcare 7.51%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
20
1227
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26
+4
1228
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26
1229
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1230
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1231
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+7
1232
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+37
1234
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48
-100
1235
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+211
1236
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37
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+14
1239
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28
1240
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+30
1241
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1242
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1247
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+15
1248
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11
1249
$1K ﹤0.01%
+69
1250
$1K ﹤0.01%
24
48 49
50
51 52