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

Top Buys

1 +$260K
2 +$259K
3 +$236K
4
TJX icon
TJX Companies
TJX
+$226K
5
SCHW icon
Charles Schwab
SCHW
+$220K

Top Sells

1 +$1.16M
2 +$898K
3 +$889K
4
TSLA icon
Tesla
TSLA
+$527K
5
LMT icon
Lockheed Martin
LMT
+$344K

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
-1,988
152
-13,348