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
$145M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$274K
3
+$250K
4
LIN icon
Linde
LIN
+$246K
5
TJX icon
TJX Companies
TJX
+$243K

Top Sells

1
+$1.14M
2
+$937K
3
+$889K
4
TSLA icon
Tesla
TSLA
+$527K
5
LMT icon
Lockheed Martin
LMT
+$360K

Sector Composition

1 Financials 24.33%
2 Technology 15.51%
3 Consumer Staples 15.25%
4 Healthcare 14.2%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.8%
29,415
-4,080
27
$1.16M 0.8%
3,662
+161
28
$1.13M 0.78%
23,934
+1,041
29
$1.11M 0.77%
5,045
+23
30
$1.11M 0.76%
10,080
+69
31
$1.1M 0.76%
59,829
+3,855
32
$1.09M 0.75%
11,346
-1,414
33
$1.04M 0.72%
4,432
-142
34
$1.03M 0.71%
8,788
+138
35
$1.01M 0.7%
10,038
+450
36
$1.01M 0.7%
12,057
-234
37
$1.01M 0.7%
14,025
+70
38
$984K 0.68%
9,923
39
$950K 0.66%
4,571
+378
40
$937K 0.65%
43,454
+27
41
$930K 0.64%
3,894
+12
42
$868K 0.6%
4,192
-6
43
$817K 0.56%
1,679
-740
44
$790K 0.55%
8,901
-377
45
$786K 0.54%
16,506
-350
46
$769K 0.53%
15,736
+2,463
47
$752K 0.52%
2,819
48
$744K 0.51%
9,097
+207
49
$726K 0.5%
8,160
-532
50
$712K 0.49%
3,575
+313
1
2
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