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
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$8.81M
3 +$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.53%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
+606
527
$7K ﹤0.01%
+1,380
528
$7K ﹤0.01%
+300
529
$7K ﹤0.01%
+107
530
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+660
531
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532
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533
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+386
534
$7K ﹤0.01%
+315
535
$7K ﹤0.01%
+590
536
$7K ﹤0.01%
+311
537
$7K ﹤0.01%
+49
538
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539
$7K ﹤0.01%
+1,530
540
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+244
541
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542
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543
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544
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+38
545
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+224
546
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+120
547
$7K ﹤0.01%
+1,887
548
$7K ﹤0.01%
+200
549
$7K ﹤0.01%
+67
550
$7K ﹤0.01%
+109