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
326
$21K 0.01%
+625
327
$21K 0.01%
+740
328
$20K 0.01%
+406
329
$20K 0.01%
+2,553
330
$20K 0.01%
+4,918
331
$20K 0.01%
+552
332
$20K 0.01%
+528
333
$20K 0.01%
+89
334
$20K 0.01%
+775
335
$19K 0.01%
+265
336
$19K 0.01%
+705
337
$19K 0.01%
+290
338
$19K 0.01%
+833
339
$19K 0.01%
+992
340
$19K 0.01%
+1,074
341
$19K 0.01%
+569
342
$19K 0.01%
+658
343
$19K 0.01%
+708
344
$18K 0.01%
+1,724
345
$18K 0.01%
+410
346
$18K 0.01%
+307
347
$18K 0.01%
+1,150
348
$18K 0.01%
+409
349
$18K 0.01%
+610
350
$18K 0.01%
+387
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