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
626
$10K 0.01%
345
+266
627
$10K 0.01%
1,404
+431
628
$10K 0.01%
69
+34
629
$10K 0.01%
109
630
$10K 0.01%
+150
631
$10K 0.01%
70
632
$10K 0.01%
215
633
$10K 0.01%
84
+10
634
$9K 0.01%
326
635
$9K 0.01%
472
+193
636
$9K 0.01%
310
637
$9K 0.01%
234
638
$9K 0.01%
720
+4
639
$9K 0.01%
118
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640
$9K 0.01%
123
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641
$9K 0.01%
74
642
$9K 0.01%
436
-33
643
$9K 0.01%
1,073
-473
644
$9K 0.01%
1,312
645
$9K 0.01%
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646
$9K 0.01%
1,680
+150
647
$9K 0.01%
272
-221
648
$9K 0.01%
1,220
649
$9K 0.01%
272
650
$9K 0.01%
239
24 25
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