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
$169M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$209K
3 +$202K
4
META icon
Meta Platforms (Facebook)
META
+$149K
5
AON icon
Aon
AON
+$144K

Top Sells

1 +$753K
2 +$556K
3 +$411K
4
FICO icon
Fair Isaac
FICO
+$386K
5
IBM icon
IBM
IBM
+$380K

Sector Composition

1 Financials 27.75%
2 Technology 21.52%
3 Consumer Staples 11.68%
4 Consumer Discretionary 9.43%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,547
152
-6,677
153
-6,604