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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24K 0.01%
600
427
$24K 0.01%
484
428
$24K 0.01%
750
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$23K 0.01%
381
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430
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250
431
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+513
432
$23K 0.01%
6,224
433
$23K 0.01%
493
434
$23K 0.01%
701
435
$23K 0.01%
380
436
$22K 0.01%
183
437
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274
438
$22K 0.01%
1,500
439
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252
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440
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145
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441
$22K 0.01%
1,286
-60
442
$22K 0.01%
400
443
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631
444
$22K 0.01%
432
445
$21K 0.01%
237
446
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253
447
$21K 0.01%
1,014
448
$21K 0.01%
249
449
$21K 0.01%
510
450
$21K 0.01%
190
-32
16 17
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19 20