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
351
$29K 0.02%
832
+40
352
$29K 0.02%
190
-6
353
$29K 0.02%
643
-190
354
$29K 0.02%
538
-38
355
$29K 0.02%
3,717
-3,444
356
$28K 0.02%
796
357
$28K 0.02%
1,062
358
$28K 0.02%
636
-86
359
$28K 0.02%
587
+183
360
$27K 0.02%
386
361
$27K 0.02%
524
+379
362
$27K 0.02%
367
-13
363
$27K 0.02%
188
364
$27K 0.02%
1,619
365
$27K 0.02%
1,280
366
$27K 0.02%
236
367
$27K 0.02%
450
368
$27K 0.02%
474
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369
$26K 0.02%
360
370
$26K 0.02%
2,036
371
$26K 0.02%
4,642
+538
372
$26K 0.02%
297
373
$26K 0.02%
3,535
-190
374
$26K 0.02%
580
-134
375
$26K 0.02%
1,000
13 14
15
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