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
$180M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$900K
3 +$796K
4
MCD icon
McDonald's
MCD
+$569K
5
MSFT icon
Microsoft
MSFT
+$520K

Top Sells

1 +$1.11M
2 +$570K
3 +$329K
4
MDLZ icon
Mondelez International
MDLZ
+$241K
5
ASML icon
ASML
ASML
+$241K

Sector Composition

1 Financials 26.7%
2 Technology 23.68%
3 Consumer Staples 11.49%
4 Consumer Discretionary 9.21%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,648
152
-194
153
-1,646
154
-1,391
155
-2,230
156
-3,276
157
-1,579
158
-1,921
159
-289