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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$793K
3 +$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1 +$569K
2 +$392K
3 +$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
117
+13
652
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326
653
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300
654
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655
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+41
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582
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528
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658
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108
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386
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661
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663
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585
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664
$7K ﹤0.01%
1,680
+210
665
$7K ﹤0.01%
+395
666
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208
+30
667
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668
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41
669
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945
-190
670
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811
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671
$7K ﹤0.01%
168
672
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255
-42
673
$7K ﹤0.01%
114
674
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91
-10
675
$7K ﹤0.01%
188