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Home > Institutional Investor > Enterprise Financial Services Corp > Profile

Instuitional Investor - Enterprise Financial Services Corp

Fund Profile
Filing Period:
Fund Name: Enterprise Financial Services Corp
Portfolio Value $187,378,690
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Financial Services Corp
 EFSC 361,124 $19,897,932 10.62%
2.
Microsoft Corp
 MSFT 26,390 $13,126,837 7.01%
3.
Apple Inc.
 AAPL 46,291 $9,497,696 5.07%
4.
Pepsico Inc
 PEP 68,573 $9,054,378 4.83%
5.
Berkshire Hathaway Inc
 BRK.A 10 $7,288,000 3.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)