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
626
$8K ﹤0.01%
133
+106
627
$8K ﹤0.01%
13
628
$8K ﹤0.01%
19
+2
629
$8K ﹤0.01%
130
+103
630
$8K ﹤0.01%
434
631
$8K ﹤0.01%
241
-231
632
$8K ﹤0.01%
149
633
$8K ﹤0.01%
535
634
$8K ﹤0.01%
84
635
$7K ﹤0.01%
266
636
$7K ﹤0.01%
187
637
$7K ﹤0.01%
208
+118
638
$7K ﹤0.01%
152
639
$7K ﹤0.01%
69
640
$7K ﹤0.01%
500
-4,000
641
$7K ﹤0.01%
341
642
$7K ﹤0.01%
164
+101
643
$7K ﹤0.01%
538
644
$7K ﹤0.01%
51
645
$7K ﹤0.01%
+216
646
$7K ﹤0.01%
557
-37
647
$7K ﹤0.01%
+133
648
$7K ﹤0.01%
1,220
649
$7K ﹤0.01%
136
650
$7K ﹤0.01%
557
+196
24 25
26
27 28