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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$793K
3 +$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1 +$569K
2 +$392K
3 +$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.18%
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
576
$10K 0.01%
394
-38
577
$9K 0.01%
161
+5
578
$9K 0.01%
922
579
$9K 0.01%
118
+11
580
$9K 0.01%
716
-116
581
$9K 0.01%
714
582
$9K 0.01%
74
583
$9K 0.01%
+481
584
$9K 0.01%
240
+25
585
$9K 0.01%
206
+68
586
$9K 0.01%
479
+188
587
$9K 0.01%
+48
588
$9K 0.01%
314
+197
589
$9K 0.01%
+255
590
$9K 0.01%
924
591
$9K 0.01%
941
592
$9K 0.01%
16
593
$9K 0.01%
185
+10
594
$9K 0.01%
59
+29
595
$9K 0.01%
245
596
$9K 0.01%
113
597
$9K 0.01%
238
598
$9K 0.01%
181
+103
599
$9K 0.01%
1,097
600
$9K 0.01%
78
+15