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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$344K
3
+$341K
4
FFIV icon
F5
FFIV
+$329K
5
EXPE icon
Expedia Group
EXPE
+$328K

Top Sells

1
+$2.8M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K
5
CVX icon
Chevron
CVX
+$493K

Sector Composition

1 Financials 18.95%
2 Healthcare 7.35%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K 0.01%
891
552
$13K 0.01%
241
+63
553
$12K 0.01%
1,913
554
$12K 0.01%
229
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555
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170
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556
$12K 0.01%
164
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557
$12K 0.01%
364
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558
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+531
559
$12K 0.01%
209
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560
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249
561
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562
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108
563
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228
564
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+1,117
565
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567
$12K 0.01%
512
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$12K 0.01%
1,407
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290
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418
572
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228
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573
$12K 0.01%
146
574
$12K 0.01%
192
575
$12K 0.01%
642
+442
21 22
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