EFSCE
Enterprise Financial Services Corp (EFSC) Portfolio holdings
AUM
$187M
1-Year Return
21.58%
This Quarter Return
+2.28%
1 Year Return
+21.58%
3 Year Return
+71.63%
5 Year Return
+109.14%
10 Year Return
+224.37%
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.79%
Holding
1,119
New
1,117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Enterprise Financial Services Corp
EFSC
|
$16.6M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$8.81M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.39M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$5.77M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$5.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Healthcare | 8.53% |
| 3 | Consumer Staples | 6.82% |
| 4 | Energy | 6.48% |
| 5 | Industrials | 5.73% |
