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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$727K
3
+$411K
4
DRI icon
Darden Restaurants
DRI
+$393K
5
LNKD
LinkedIn Corporation
LNKD
+$364K

Top Sells

1
+$836K
2
+$559K
3
+$557K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$367K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.69%
4 Energy 6.56%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K 0.01%
249
577
$11K 0.01%
73
578
$11K 0.01%
164
-111
579
$11K 0.01%
377
580
$11K 0.01%
550
-262
581
$11K 0.01%
1,073
582
$11K 0.01%
111
-25
583
$11K 0.01%
1,430
584
$11K 0.01%
163
585
$11K 0.01%
503
586
$11K 0.01%
720
+120
587
$11K 0.01%
163
-19
588
$11K 0.01%
324
+85
589
$11K 0.01%
91
590
$11K 0.01%
646
591
$11K 0.01%
225
+49
592
$11K 0.01%
422
+211
593
$11K 0.01%
+275
594
$11K 0.01%
136
+12
595
$11K 0.01%
170
+50
596
$11K 0.01%
610
597
$10K 0.01%
1,881
598
$10K 0.01%
261
599
$10K 0.01%
210
600
$10K 0.01%
326
22 23
24
25 26