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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.81M
3
+$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33K 0.02%
+600
252
$33K 0.02%
+473
253
$33K 0.02%
+1,139
254
$33K 0.02%
+523
255
$33K 0.02%
+640
256
$32K 0.02%
+771
257
$32K 0.02%
+918
258
$32K 0.02%
+982
259
$32K 0.02%
+508
260
$32K 0.02%
+484
261
$32K 0.02%
+546
262
$31K 0.02%
+657
263
$31K 0.02%
+459
264
$31K 0.02%
+898
265
$31K 0.02%
+593
266
$30K 0.02%
+862
267
$30K 0.02%
+792
268
$30K 0.02%
+438
269
$30K 0.02%
+600
270
$29K 0.02%
+847
271
$29K 0.02%
+606
272
$29K 0.02%
+573
273
$29K 0.02%
+282
274
$29K 0.02%
+858
275
$28K 0.02%
+328
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