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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$352K
3
+$305K
4
BIIB icon
Biogen
BIIB
+$279K
5
EXPE icon
Expedia Group
EXPE
+$228K

Top Sells

1
+$1.11M
2
+$750K
3
+$744K
4
LOW icon
Lowe's Companies
LOW
+$343K
5
CAG icon
Conagra Brands
CAG
+$302K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K 0.01%
2,655
452
$19K 0.01%
566
453
$19K 0.01%
633
454
$19K 0.01%
2,266
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455
$19K 0.01%
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456
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107
457
$19K 0.01%
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458
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500
459
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460
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328
461
$18K 0.01%
534
462
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463
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464
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467
$17K 0.01%
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468
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470
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300
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474
$17K 0.01%
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475
$17K 0.01%
386
17 18
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20 21