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
$194M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1 +$357K
2 +$282K
3 +$275K
4
TGT icon
Target
TGT
+$274K
5
NFLX icon
Netflix
NFLX
+$118K

Top Sells

1 +$1.82M
2 +$639K
3 +$621K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$593K
5
USB icon
US Bancorp
USB
+$428K

Sector Composition

1 Financials 16.12%
2 Consumer Staples 8.62%
3 Healthcare 7.06%
4 Technology 6.21%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10K 0.01%
300
602
$10K 0.01%
1,000
603
$10K 0.01%
155
+100
604
$9K ﹤0.01%
54
+39
605
$9K ﹤0.01%
257
+213
606
$9K ﹤0.01%
1,402
607
$9K ﹤0.01%
564
-24
608
$9K ﹤0.01%
500
609
$9K ﹤0.01%
148
+23
610
$9K ﹤0.01%
72
611
$9K ﹤0.01%
107
612
$9K ﹤0.01%
73
613
$9K ﹤0.01%
225
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614
$9K ﹤0.01%
753
+177
615
$9K ﹤0.01%
470
+203
616
$9K ﹤0.01%
343
617
$9K ﹤0.01%
103
618
$9K ﹤0.01%
1,380
+965
619
$9K ﹤0.01%
197
+48
620
$9K ﹤0.01%
148
+22
621
$9K ﹤0.01%
278
622
$9K ﹤0.01%
276
623
$9K ﹤0.01%
155
624
$9K ﹤0.01%
+74
625
$9K ﹤0.01%
187