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
351
$18K 0.01%
+799
352
$17K 0.01%
+75
353
$17K 0.01%
+706
354
$17K 0.01%
+340
355
$17K 0.01%
+802
356
$17K 0.01%
+243
357
$17K 0.01%
+232
358
$17K 0.01%
+540
359
$17K 0.01%
+154
360
$17K 0.01%
+196
361
$16K 0.01%
+430
362
$16K 0.01%
+190
363
$16K 0.01%
+281
364
$16K 0.01%
+355
365
$16K 0.01%
+3,750
366
$16K 0.01%
+181
367
$16K 0.01%
+422
368
$16K 0.01%
+480
369
$16K 0.01%
+430
370
$16K 0.01%
+347
371
$16K 0.01%
+329
372
$16K 0.01%
+271
373
$16K 0.01%
+2,059
374
$16K 0.01%
+243
375
$15K 0.01%
+195
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