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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
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.12%
2,392
-262
127
$237K 0.12%
2,427
-7
128
$236K 0.12%
1,227
-133
129
$228K 0.12%
4,035
+450
130
$225K 0.12%
1,021
-23
131
$222K 0.11%
651
-114
132
$222K 0.11%
820
+69
133
$221K 0.11%
3,265
-657
134
$220K 0.11%
4,891
-3,065
135
$217K 0.11%
+1,463
136
$215K 0.11%
+7,480
137
$215K 0.11%
315
-34
138
$212K 0.11%
+2,578
139
$211K 0.11%
6,757
140
$209K 0.11%
1,826
-221
141
$207K 0.11%
+2,185
142
$207K 0.11%
718
+33
143
$206K 0.11%
866
-2
144
$206K 0.11%
+2,687
145
$206K 0.11%
2,254
-657
146
$206K 0.11%
+2,863
147
$204K 0.11%
2,279
-525
148
$204K 0.11%
1,530
-220
149
$203K 0.1%
+1,503
150
$201K 0.1%
947
-3
3 4 5
6
7