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
351
$33K 0.02%
548
352
$33K 0.02%
370
353
$33K 0.02%
221
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354
$33K 0.02%
643
355
$33K 0.02%
830
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356
$33K 0.02%
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357
$33K 0.02%
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359
$33K 0.02%
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360
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429
361
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362
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363
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433
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364
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$31K 0.02%
533
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368
$31K 0.02%
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369
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$31K 0.02%
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$29K 0.01%
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$29K 0.01%
222
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