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
451
$19K 0.01%
1,252
452
$19K 0.01%
243
453
$19K 0.01%
239
+11
454
$19K 0.01%
404
455
$19K 0.01%
314
456
$19K 0.01%
587
-151
457
$19K 0.01%
411
-80
458
$18K 0.01%
195
459
$18K 0.01%
386
+1
460
$18K 0.01%
552
+142
461
$18K 0.01%
984
462
$18K 0.01%
338
463
$18K 0.01%
252
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464
$18K 0.01%
542
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465
$18K 0.01%
401
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466
$18K 0.01%
358
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467
$18K 0.01%
607
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468
$18K 0.01%
1,012
+659
469
$17K 0.01%
201
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470
$17K 0.01%
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471
$17K 0.01%
331
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472
$17K 0.01%
870
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473
$17K 0.01%
313
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474
$17K 0.01%
483
+30
475
$17K 0.01%
253
+88
17 18
19
20 21