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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.81M
3
+$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K 0.01%
+146
427
$11K 0.01%
+129
428
$11K 0.01%
+603
429
$11K 0.01%
+1,562
430
$11K 0.01%
+461
431
$11K 0.01%
+314
432
$11K 0.01%
+135
433
$11K 0.01%
+140
434
$11K 0.01%
+413
435
$11K 0.01%
+418
436
$11K 0.01%
+948
437
$11K 0.01%
+86
438
$11K 0.01%
+145
439
$11K 0.01%
+303
440
$11K 0.01%
+204
441
$11K 0.01%
+146
442
$11K 0.01%
+432
443
$10K 0.01%
+73
444
$10K 0.01%
+591
445
$10K 0.01%
+60
446
$10K 0.01%
+292
447
$10K 0.01%
+134
448
$10K 0.01%
+252
449
$10K 0.01%
+186
450
$10K 0.01%
+76
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