EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$252K
3
+$247K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$246K
5
GWW icon
W.W. Grainger
GWW
+$214K

Top Sells

1
+$38.8M
2
+$21.2M
3
+$18.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.8M

Sector Composition

1 Financials 24.63%
2 Technology 15.85%
3 Consumer Staples 15.61%
4 Healthcare 13.97%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
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