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
426
$20K 0.01%
363
427
$20K 0.01%
373
-19
428
$20K 0.01%
499
429
$20K 0.01%
257
+12
430
$20K 0.01%
1,129
+306
431
$20K 0.01%
4,918
432
$20K 0.01%
3,058
433
$20K 0.01%
+693
434
$20K 0.01%
377
+112
435
$20K 0.01%
574
436
$20K 0.01%
1,699
+227
437
$20K 0.01%
190
438
$20K 0.01%
284
+109
439
$20K 0.01%
190
440
$20K 0.01%
609
441
$20K 0.01%
408
+343
442
$19K 0.01%
345
+15
443
$19K 0.01%
269
+14
444
$19K 0.01%
1,500
445
$19K 0.01%
121
+14
446
$19K 0.01%
168
447
$19K 0.01%
490
+250
448
$19K 0.01%
1,134
449
$19K 0.01%
238
+27
450
$19K 0.01%
307
+60
16 17
18
19 20