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
326
$38K 0.02%
6,075
327
$38K 0.02%
2,000
328
$38K 0.02%
1,611
329
$37K 0.02%
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330
$37K 0.02%
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331
$37K 0.02%
1,054
332
$37K 0.02%
5,135
333
$37K 0.02%
737
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334
$37K 0.02%
561
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335
$36K 0.02%
380
336
$36K 0.02%
812
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337
$36K 0.02%
5,280
338
$35K 0.02%
510
339
$35K 0.02%
846
340
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341
$35K 0.02%
786
342
$35K 0.02%
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$34K 0.02%
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344
$34K 0.02%
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347
$33K 0.02%
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348
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349
$33K 0.02%
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350
$33K 0.02%
453
12 13
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