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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
1276
$1K ﹤0.01%
101
-88
1277
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98
-626
1278
$1K ﹤0.01%
13
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$1K ﹤0.01%
+57
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7
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$1K ﹤0.01%
27
1282
$1K ﹤0.01%
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1283
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1284
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59
1285
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1286
$1K ﹤0.01%
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$1K ﹤0.01%
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1288
$1K ﹤0.01%
+239
1289
$1K ﹤0.01%
25
1290
– –
-102
1291
– –
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1292
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1294
$0 ﹤0.01%
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1297
$0 ﹤0.01%
10
1298
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$0 ﹤0.01%
3
1300
– –
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50 51
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