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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$727K
3
+$411K
4
DRI icon
Darden Restaurants
DRI
+$393K
5
LNKD
LinkedIn Corporation
LNKD
+$364K

Top Sells

1
+$836K
2
+$559K
3
+$557K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$367K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.69%
4 Energy 6.56%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.02%
622
327
$31K 0.02%
27
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328
$31K 0.02%
357
329
$31K 0.02%
660
330
$31K 0.02%
1,297
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331
$31K 0.02%
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332
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500
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335
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510
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336
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337
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826
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339
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340
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341
$30K 0.02%
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343
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347
$30K 0.02%
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$29K 0.02%
425
349
$29K 0.02%
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350
$29K 0.02%
1,124
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