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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$727K
3
+$411K
4
DRI icon
Darden Restaurants
DRI
+$393K
5
LNKD
LinkedIn Corporation
LNKD
+$364K

Top Sells

1
+$836K
2
+$559K
3
+$557K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$367K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.69%
4 Energy 6.56%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K 0.01%
139
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652
$9K 0.01%
+273
653
$9K 0.01%
57
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654
$9K 0.01%
65
655
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222
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656
$9K 0.01%
670
657
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658
$8K ﹤0.01%
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659
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660
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542
-149
661
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920
662
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168
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$8K ﹤0.01%
120
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664
$8K ﹤0.01%
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665
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666
$8K ﹤0.01%
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667
$8K ﹤0.01%
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669
$8K ﹤0.01%
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670
$8K ﹤0.01%
534
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$8K ﹤0.01%
175
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$8K ﹤0.01%
96
673
$8K ﹤0.01%
+1,098
674
$8K ﹤0.01%
+123
675
$8K ﹤0.01%
77
25 26
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