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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.04%
1,000
227
$74K 0.04%
660
-37
228
$73K 0.04%
613
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229
$73K 0.04%
923
230
$73K 0.04%
2,479
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231
$73K 0.04%
4,900
232
$73K 0.04%
687
233
$73K 0.04%
1,119
234
$70K 0.03%
2,632
+218
235
$69K 0.03%
639
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236
$69K 0.03%
892
237
$68K 0.03%
289
-17
238
$68K 0.03%
1,917
239
$68K 0.03%
1,189
-355
240
$68K 0.03%
1,865
241
$67K 0.03%
3,373
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242
$67K 0.03%
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243
$67K 0.03%
921
244
$66K 0.03%
37
245
$66K 0.03%
1,274
246
$66K 0.03%
432
247
$65K 0.03%
496
248
$65K 0.03%
4,872
+4,000
249
$65K 0.03%
+1,072
250
$64K 0.03%
703
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10
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