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 6.81%
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%
+232
652
$9K 0.01%
139
-2
653
$9K 0.01%
+273
654
$9K 0.01%
57
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655
$9K 0.01%
65
656
$9K 0.01%
222
+200
657
$9K 0.01%
670
658
$9K 0.01%
215
659
$8K ﹤0.01%
212
660
$8K ﹤0.01%
92
+9
661
$8K ﹤0.01%
542
-149
662
$8K ﹤0.01%
920
663
$8K ﹤0.01%
168
664
$8K ﹤0.01%
120
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665
$8K ﹤0.01%
158
666
$8K ﹤0.01%
195
667
$8K ﹤0.01%
193
668
$8K ﹤0.01%
168
669
$8K ﹤0.01%
316
670
$8K ﹤0.01%
136
-20
671
$8K ﹤0.01%
534
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672
$8K ﹤0.01%
175
-12
673
$8K ﹤0.01%
96
674
$8K ﹤0.01%
+1,098
675
$8K ﹤0.01%
+123
25 26
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