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
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$203K
3
+$200K
4
ADP icon
Automatic Data Processing
ADP
+$192K
5
WCN icon
Waste Connections
WCN
+$79.6K

Top Sells

1
+$1.91M
2
+$1.16M
3
+$346K
4
ABT icon
Abbott
ABT
+$281K
5
WMB icon
Williams Companies
WMB
+$277K

Sector Composition

1 Financials 23.37%
2 Technology 19.92%
3 Consumer Staples 13.72%
4 Healthcare 12.28%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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