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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$344K
3
+$341K
4
FFIV icon
F5
FFIV
+$329K
5
EXPE icon
Expedia Group
EXPE
+$328K

Top Sells

1
+$2.8M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K
5
CVX icon
Chevron
CVX
+$493K

Sector Composition

1 Financials 18.95%
2 Healthcare 7.35%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.02%
1,280
352
$29K 0.02%
484
353
$29K 0.02%
2,030
354
$28K 0.02%
1,124
355
$28K 0.02%
773
+129
356
$28K 0.02%
483
+16
357
$27K 0.02%
844
-42
358
$27K 0.02%
2,331
359
$27K 0.02%
532
+98
360
$27K 0.02%
514
+91
361
$27K 0.02%
406
+147
362
$27K 0.02%
587
-2
363
$27K 0.02%
578
-899
364
$27K 0.02%
722
365
$27K 0.02%
507
+17
366
$27K 0.02%
199
367
$27K 0.02%
444
+15
368
$26K 0.02%
1,257
+317
369
$26K 0.02%
317
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370
$26K 0.02%
680
371
$26K 0.02%
280
-519
372
$26K 0.02%
680
373
$26K 0.02%
1,863
374
$26K 0.02%
322
375
$26K 0.02%
863
+455
13 14
15
16 17