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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
1226
$1K ﹤0.01%
20
1227
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+5
1228
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+12
1229
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25
1230
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48
1231
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54
1232
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31
1233
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26
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1235
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1236
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1237
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42
1239
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20
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+60
1241
$1K ﹤0.01%
20
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1243
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+30
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+58
1245
$1K ﹤0.01%
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19
1247
$1K ﹤0.01%
+192
1248
$1K ﹤0.01%
50
1249
$1K ﹤0.01%
16
1250
$1K ﹤0.01%
18
48 49
50
51 52