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
651
$9K 0.01%
241
+31
652
$9K 0.01%
38
653
$9K 0.01%
237
+29
654
$9K 0.01%
941
655
$9K 0.01%
168
656
$9K 0.01%
+322
657
$9K 0.01%
228
658
$9K 0.01%
40
659
$9K 0.01%
646
660
$9K 0.01%
510
-90
661
$9K 0.01%
230
+98
662
$9K 0.01%
+606
663
$9K 0.01%
280
+70
664
$9K 0.01%
1,284
+226
665
$9K 0.01%
120
666
$9K 0.01%
187
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667
$9K 0.01%
575
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668
$9K 0.01%
235
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669
$9K 0.01%
93
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670
$9K 0.01%
701
671
$9K 0.01%
202
672
$9K 0.01%
17
+10
673
$8K ﹤0.01%
680
+72
674
$8K ﹤0.01%
112
675
$8K ﹤0.01%
210
+115
25 26
27
28 29