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 8.53%
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
451
$10K 0.01%
+1,038
452
$10K 0.01%
+687
453
$10K 0.01%
+1,129
454
$10K 0.01%
+170
455
$10K 0.01%
+171
456
$10K 0.01%
+259
457
$10K 0.01%
+38
458
$10K 0.01%
+172
459
$10K 0.01%
+924
460
$10K 0.01%
+260
461
$10K 0.01%
+329
462
$10K 0.01%
+314
463
$10K 0.01%
+204
464
$10K 0.01%
+584
465
$10K 0.01%
+188
466
$10K 0.01%
+609
467
$10K 0.01%
+129
468
$10K 0.01%
+151
469
$10K 0.01%
+243
470
$9K 0.01%
+1,913
471
$9K 0.01%
+156
472
$9K 0.01%
+69
473
$9K 0.01%
+180
474
$9K 0.01%
+714
475
$9K 0.01%
+396
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