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
$202M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$352K
3
+$305K
4
BIIB icon
Biogen
BIIB
+$279K
5
EXPE icon
Expedia Group
EXPE
+$228K

Top Sells

1
+$1.11M
2
+$750K
3
+$744K
4
LOW icon
Lowe's Companies
LOW
+$343K
5
CAG icon
Conagra Brands
CAG
+$302K

Sector Composition

1 Financials 18.4%
2 Consumer Staples 8.44%
3 Healthcare 6.98%
4 Industrials 6.2%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K ﹤0.01%
277
577
$10K ﹤0.01%
614
578
$10K ﹤0.01%
+371
579
$10K ﹤0.01%
86
580
$10K ﹤0.01%
232
581
$10K ﹤0.01%
838
-261
582
$10K ﹤0.01%
520
+319
583
$10K ﹤0.01%
633
584
$10K ﹤0.01%
187
585
$10K ﹤0.01%
1,329
586
$10K ﹤0.01%
153
587
$9K ﹤0.01%
137
588
$9K ﹤0.01%
141
589
$9K ﹤0.01%
191
590
$9K ﹤0.01%
108
591
$9K ﹤0.01%
776
-23,520
592
$9K ﹤0.01%
107
593
$9K ﹤0.01%
73
594
$9K ﹤0.01%
81
+27
595
$9K ﹤0.01%
170
596
$9K ﹤0.01%
117
-24
597
$9K ﹤0.01%
147
598
$9K ﹤0.01%
104
599
$9K ﹤0.01%
103
600
$9K ﹤0.01%
281
22 23
24
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