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 8.53%
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
276
$28K 0.02%
+2,173
277
$28K 0.02%
+1,100
278
$28K 0.02%
+194
279
$28K 0.02%
+1,000
280
$28K 0.02%
+250
281
$27K 0.02%
+590
282
$27K 0.02%
+201
283
$27K 0.02%
+179
284
$26K 0.02%
+100
285
$26K 0.02%
+816
286
$26K 0.02%
+638
287
$26K 0.02%
+438
288
$26K 0.02%
+2,000
289
$25K 0.02%
+554
290
$25K 0.02%
+295
291
$25K 0.02%
+601
292
$25K 0.02%
+680
293
$25K 0.02%
+1,008
294
$25K 0.02%
+4,104
295
$25K 0.02%
+709
296
$25K 0.02%
+622
297
$25K 0.02%
+449
298
$24K 0.02%
+1,661
299
$24K 0.02%
+111
300
$24K 0.02%
+860
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