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
251
$64K 0.03%
+1,178
252
$63K 0.03%
860
-67
253
$63K 0.03%
1,237
254
$63K 0.03%
3,679
-401
255
$63K 0.03%
2,590
+486
256
$62K 0.03%
162
-14
257
$62K 0.03%
512
258
$61K 0.03%
467
+21
259
$60K 0.03%
1,275
260
$60K 0.03%
1,351
261
$60K 0.03%
416
262
$60K 0.03%
987
263
$59K 0.03%
2,137
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264
$59K 0.03%
1,236
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265
$59K 0.03%
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266
$59K 0.03%
739
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$59K 0.03%
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268
$59K 0.03%
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$58K 0.03%
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270
$58K 0.03%
1,071
271
$57K 0.03%
1,005
272
$57K 0.03%
727
273
$57K 0.03%
3,940
274
$57K 0.03%
1,034
275
$56K 0.03%
1,010
9 10
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