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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$352K
3
+$305K
4
BIIB icon
Biogen
BIIB
+$279K
5
EXPE icon
Expedia Group
EXPE
+$228K

Top Sells

1
+$1.11M
2
+$750K
3
+$744K
4
LOW icon
Lowe's Companies
LOW
+$343K
5
CAG icon
Conagra Brands
CAG
+$302K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$56K 0.03%
416
277
$56K 0.03%
1,185
+327
278
$56K 0.03%
500
279
$55K 0.03%
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281
$54K 0.03%
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282
$54K 0.03%
664
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283
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284
$54K 0.03%
525
+36
285
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29
286
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374
287
$52K 0.03%
2,618
288
$52K 0.03%
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289
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290
$51K 0.03%
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291
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292
$51K 0.03%
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293
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294
$49K 0.02%
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295
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296
$48K 0.02%
373
297
$48K 0.02%
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$47K 0.02%
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299
$47K 0.02%
207
300
$47K 0.02%
1,213
10 11
12
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