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 8.64%
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
551
$7K ﹤0.01%
+109
552
$7K ﹤0.01%
+202
553
$7K ﹤0.01%
+215
554
$7K ﹤0.01%
+143
555
$7K ﹤0.01%
+328
556
$7K ﹤0.01%
+467
557
$7K ﹤0.01%
+293
558
$7K ﹤0.01%
+16
559
$7K ﹤0.01%
+224
560
$7K ﹤0.01%
+229
561
$7K ﹤0.01%
+193
562
$7K ﹤0.01%
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563
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+353
564
$7K ﹤0.01%
+204
565
$7K ﹤0.01%
+128
566
$7K ﹤0.01%
+1,058
567
$6K ﹤0.01%
+176
568
$6K ﹤0.01%
+1,488
569
$6K ﹤0.01%
+212
570
$6K ﹤0.01%
+46
571
$6K ﹤0.01%
+80
572
$6K ﹤0.01%
+99
573
$6K ﹤0.01%
+267
574
$6K ﹤0.01%
+104
575
$6K ﹤0.01%
+326