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
$197M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$813K
3
+$492K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$459K
5
VB icon
Vanguard Small-Cap ETF
VB
+$366K

Top Sells

1
+$919K
2
+$821K
3
+$704K
4
TER icon
Teradyne
TER
+$373K
5
LNC icon
Lincoln National
LNC
+$363K

Sector Composition

1 Financials 16.99%
2 Consumer Staples 8.34%
3 Healthcare 6.91%
4 Industrials 5.73%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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511
-59
352
$35K 0.02%
983
+325
353
$35K 0.02%
334
354
$34K 0.02%
492
355
$34K 0.02%
520
356
$34K 0.02%
2,165
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357
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538
358
$33K 0.02%
500
359
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2,655
360
$33K 0.02%
1,365
361
$33K 0.02%
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362
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363
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364
$32K 0.02%
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$31K 0.02%
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368
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372
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373
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$30K 0.02%
850
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375
$30K 0.02%
225
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