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
376
$26K 0.02%
475
+167
377
$25K 0.02%
334
378
$25K 0.02%
280
379
$25K 0.02%
2,030
380
$25K 0.02%
501
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381
$25K 0.02%
484
382
$25K 0.02%
331
383
$24K 0.01%
1,693
+190
384
$24K 0.01%
827
-74
385
$24K 0.01%
402
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386
$24K 0.01%
463
387
$24K 0.01%
920
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388
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$24K 0.01%
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390
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$23K 0.01%
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$23K 0.01%
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396
$23K 0.01%
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397
$23K 0.01%
377
398
$23K 0.01%
401
399
$23K 0.01%
+282
400
$23K 0.01%
123
+19
14 15
16
17 18