EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Sells

1 +$3.5M
2 +$1.94M
3 +$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M

Sector Composition

1 Financials 6.98%
2 Technology 4.52%
3 Consumer Staples 3.66%
4 Healthcare 3.09%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
-5
1402
-26
1403
-13
1404
-489