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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17K 0.01%
1,002
+472
502
$17K 0.01%
303
+21
503
$17K 0.01%
+671
504
$17K 0.01%
528
+353
505
$17K 0.01%
493
506
$17K 0.01%
187
507
$17K 0.01%
323
508
$17K 0.01%
98
509
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233
+121
510
$17K 0.01%
1,317
511
$17K 0.01%
582
512
$16K 0.01%
304
513
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229
514
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252
515
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360
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516
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988
517
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105
518
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388
519
$16K 0.01%
233
520
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612
521
$16K 0.01%
+1,390
522
$16K 0.01%
328
-10
523
$15K 0.01%
294
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524
$15K 0.01%
93
+29
525
$15K 0.01%
352
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