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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$800K
3
+$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1
+$585K
2
+$392K
3
+$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
– –
-102
1277
– –
-75
1278
– –
-89
1279
– –
-47
1280
– –
-35
1281
– –
-46
1282
– –
-220
1283
$0 ﹤0.01%
1
1284
– –
-30
1285
– –
-39
1286
$0 ﹤0.01%
11
1287
– –
-161
1288
– –
-159
1289
– –
-1,887
1290
– –
0
1291
– –
-168
1292
$0 ﹤0.01%
+2
1293
$0 ﹤0.01%
1
1294
– –
-51
1295
– –
-146
1296
– –
-101
1297
$0 ﹤0.01%
57
1298
– –
-36
1299
– –
-681
1300
– –
-16
49 50 51
52
53