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
401
$22K 0.01%
1,531
402
$22K 0.01%
462
+18
403
$22K 0.01%
290
404
$22K 0.01%
334
-17
405
$22K 0.01%
425
+180
406
$22K 0.01%
974
+262
407
$22K 0.01%
640
408
$22K 0.01%
568
409
$22K 0.01%
390
410
$22K 0.01%
590
+204
411
$22K 0.01%
338
+184
412
$21K 0.01%
1,071
+48
413
$21K 0.01%
247
+65
414
$21K 0.01%
463
415
$21K 0.01%
601
416
$21K 0.01%
472
-53
417
$21K 0.01%
242
+13
418
$21K 0.01%
318
+93
419
$21K 0.01%
355
420
$21K 0.01%
249
+10
421
$21K 0.01%
513
+204
422
$21K 0.01%
251
+211
423
$21K 0.01%
1,246
+149
424
$21K 0.01%
665
+91
425
$20K 0.01%
369
15 16
17
18 19