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
326
$38K 0.02%
416
327
$38K 0.02%
342
328
$37K 0.02%
510
329
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437
330
$37K 0.02%
621
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$37K 0.02%
572
332
$37K 0.02%
713
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333
$37K 0.02%
785
-13
334
$36K 0.02%
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335
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336
$36K 0.02%
1,979
-338
337
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334
338
$35K 0.02%
614
339
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340
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341
$35K 0.02%
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342
$35K 0.02%
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343
$34K 0.02%
285
344
$34K 0.02%
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345
$34K 0.02%
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346
$34K 0.02%
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347
$34K 0.02%
535
348
$34K 0.02%
6,075
349
$34K 0.02%
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350
$33K 0.02%
2,784
12 13
14
15 16