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
476
$17K 0.01%
162
+112
477
$17K 0.01%
330
+60
478
$17K 0.01%
239
+12
479
$17K 0.01%
122
+29
480
$17K 0.01%
111
+51
481
$17K 0.01%
876
+28
482
$17K 0.01%
305
483
$17K 0.01%
507
+320
484
$17K 0.01%
212
+11
485
$17K 0.01%
1,070
+165
486
$16K 0.01%
245
+11
487
$16K 0.01%
673
488
$16K 0.01%
386
+239
489
$16K 0.01%
147
+9
490
$16K 0.01%
233
+180
491
$16K 0.01%
755
+13
492
$16K 0.01%
230
-15
493
$16K 0.01%
503
494
$16K 0.01%
390
495
$16K 0.01%
346
496
$16K 0.01%
235
+179
497
$16K 0.01%
630
498
$16K 0.01%
322
499
$16K 0.01%
334
500
$15K 0.01%
255
18 19
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