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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$800K
3
+$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1
+$585K
2
+$392K
3
+$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K 0.01%
153
+85
552
$10K 0.01%
473
+162
553
$10K 0.01%
287
+60
554
$10K 0.01%
136
+55
555
$10K 0.01%
+150
556
$10K 0.01%
198
+130
557
$10K 0.01%
228
+60
558
$10K 0.01%
150
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250
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562
$10K 0.01%
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2
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$10K 0.01%
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565
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566
$10K 0.01%
192
+123
567
$10K 0.01%
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568
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569
$10K 0.01%
129
570
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572
$10K 0.01%
266
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574
$10K 0.01%
+425
575
$10K 0.01%
439
+403
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