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
$197M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$813K
3
+$492K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$459K
5
VB icon
Vanguard Small-Cap ETF
VB
+$366K

Top Sells

1
+$919K
2
+$821K
3
+$704K
4
TER icon
Teradyne
TER
+$373K
5
LNC icon
Lincoln National
LNC
+$363K

Sector Composition

1 Financials 16.99%
2 Consumer Staples 8.34%
3 Healthcare 6.91%
4 Industrials 5.73%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20K 0.01%
711
+62
452
$20K 0.01%
2,096
+286
453
$20K 0.01%
220
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454
$20K 0.01%
131
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455
$20K 0.01%
252
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456
$20K 0.01%
532
457
$19K 0.01%
360
+50
458
$19K 0.01%
1,314
-376
459
$19K 0.01%
678
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460
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461
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335
462
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354
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463
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$19K 0.01%
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466
$19K 0.01%
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467
$18K 0.01%
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468
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$18K 0.01%
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$18K 0.01%
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474
$18K 0.01%
1,030
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475
$18K 0.01%
417
-158
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19
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