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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$206K
3
+$206K
4
SO icon
Southern Company
SO
+$204K
5
AZN icon
AstraZeneca
AZN
+$203K

Top Sells

1
+$468K
2
+$451K
3
+$398K
4
FISV
Fiserv Inc
FISV
+$352K
5
APD icon
Air Products & Chemicals
APD
+$322K

Sector Composition

1 Financials 26.63%
2 Technology 26.03%
3 Consumer Staples 9.49%
4 Consumer Discretionary 9.02%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.1%
2,391
-454
152
$166K 0.09%
15,844
-1,706
153
$90.9K 0.05%
34,550
-2,343
154
$52.5K 0.03%
+10,357
155
$46.3K 0.02%
10,204
-3,496
156
– –
-1,140
157
– –
-10,098
158
– –
-4,167
159
– –
-6,061
160
– –
-3,988
161
– –
-450
162
– –
-3,086
163
– –
-3,014
164
– –
-12,008
165
– –
-2,265
166
– –
-2,043
3 4 5 6
7