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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$352K
3
+$305K
4
BIIB icon
Biogen
BIIB
+$279K
5
EXPE icon
Expedia Group
EXPE
+$228K

Top Sells

1
+$1.11M
2
+$750K
3
+$744K
4
LOW icon
Lowe's Companies
LOW
+$343K
5
CAG icon
Conagra Brands
CAG
+$302K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25K 0.01%
295
402
$25K 0.01%
1,195
403
$24K 0.01%
3,767
404
$24K 0.01%
435
405
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533
-60
406
$24K 0.01%
234
407
$23K 0.01%
787
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408
$23K 0.01%
250
409
$23K 0.01%
426
410
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1,232
411
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154
412
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1,369
413
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388
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414
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616
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415
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555
416
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400
417
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532
418
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+2,519
419
$23K 0.01%
675
-8,875
420
$22K 0.01%
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421
$22K 0.01%
246
422
$22K 0.01%
6,224
423
$22K 0.01%
350
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424
$22K 0.01%
279
425
$22K 0.01%
3,283
+264
15 16
17
18 19