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
1276
$1K ﹤0.01%
+9
1277
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+29
1278
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+2
1279
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16
1280
– –
0
1281
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+125
1283
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3
-7
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+248
1287
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28
1289
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55
1290
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48
-62
1291
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1292
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+30
1293
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174
1295
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13
1296
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64
1297
$1K ﹤0.01%
21
1298
$1K ﹤0.01%
163
1299
$1K ﹤0.01%
+39
1300
$1K ﹤0.01%
13
50 51
52
53 54