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
$464M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13.9M
3
+$7.69M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.56M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$4.19M

Top Sells

1
+$25.1M
2
+$15.2M
3
+$8.01M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.77M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.55M

Sector Composition

1 Financials 5.89%
2 Technology 4.98%
3 Consumer Staples 4.24%
4 Healthcare 3.75%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
+18
1227
$1K ﹤0.01%
30
-270
1228
$1K ﹤0.01%
19
1229
$1K ﹤0.01%
500
1230
$1K ﹤0.01%
+46
1231
$1K ﹤0.01%
6
1232
$1K ﹤0.01%
139
-584
1233
$1K ﹤0.01%
134
1234
$1K ﹤0.01%
65
-20
1235
$1K ﹤0.01%
50
-20
1236
$1K ﹤0.01%
14
1237
$1K ﹤0.01%
+25
1238
– –
-7
1239
– –
-17
1240
– –
-463
1241
– –
-852
1242
– –
-7
1243
– –
-14
1244
– –
-199
1245
$0 ﹤0.01%
6
1246
– –
-27
1247
– –
-194
1248
– –
-1,931
1249
– –
-20
1250
– –
-140
48 49
50
51 52