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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$775K
2
+$611K
3
+$277K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$261K
5
CI icon
Cigna
CI
+$239K

Top Sells

1
+$848K
2
+$812K
3
+$505K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$365K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$364K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K 0.01%
141
477
$12K 0.01%
224
478
$12K 0.01%
364
+30
479
$12K 0.01%
616
+91
480
$12K 0.01%
273
+4
481
$12K 0.01%
102
482
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109
+3
483
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105
+9
484
$12K 0.01%
22
485
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486
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-32
487
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488
$12K 0.01%
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489
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835
+192
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491
$12K 0.01%
940
492
$12K 0.01%
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493
$12K 0.01%
734
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494
$12K 0.01%
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495
$12K 0.01%
527
496
$12K 0.01%
268
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497
$12K 0.01%
173
498
$11K 0.01%
465
499
$11K 0.01%
357
-216
500
$11K 0.01%
191
18 19
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