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
$145M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$274K
2 +$274K
3 +$250K
4
LIN icon
Linde
LIN
+$246K
5
TJX icon
TJX Companies
TJX
+$243K

Top Sells

1 +$1.14M
2 +$937K
3 +$889K
4
TSLA icon
Tesla
TSLA
+$527K
5
LMT icon
Lockheed Martin
LMT
+$360K

Sector Composition

1 Financials 24.33%
2 Technology 15.51%
3 Consumer Staples 15.25%
4 Healthcare 14.2%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,024
152
-11,715