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
$172M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$367K
3
+$337K
4
META icon
Meta Platforms (Facebook)
META
+$289K
5
POST icon
Post Holdings
POST
+$224K

Top Sells

1
+$579K
2
+$425K
3
+$341K
4
INTC icon
Intel
INTC
+$277K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$270K

Sector Composition

1 Financials 26.42%
2 Technology 22.44%
3 Consumer Staples 12.28%
4 Healthcare 9.29%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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154
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-8,302
155
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-3,652
156
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157
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-847
158
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-1,061
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