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
$177M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$303K
3 +$289K
4
FTV icon
Fortive
FTV
+$272K
5
STX icon
Seagate
STX
+$240K

Top Sells

1 +$1.3M
2 +$291K
3 +$249K
4
DRI icon
Darden Restaurants
DRI
+$236K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$209K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 10.59%
3 Healthcare 7.04%
4 Industrials 6.97%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K ﹤0.01%
520
652
$8K ﹤0.01%
119
653
$8K ﹤0.01%
1,200
654
$8K ﹤0.01%
700
655
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656
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657
$7K ﹤0.01%
465
658
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186
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39
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661
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510
662
$7K ﹤0.01%
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$7K ﹤0.01%
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+128
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$7K ﹤0.01%
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494
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$7K ﹤0.01%
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$7K ﹤0.01%
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673
$7K ﹤0.01%
1,580
-4,678
674
$7K ﹤0.01%
519
675
$7K ﹤0.01%
90