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
$200M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1 +$644K
2 +$371K
3 +$239K
4
CTSH icon
Cognizant
CTSH
+$236K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$169K

Top Sells

1 +$3.3M
2 +$426K
3 +$288K
4
HAIN icon
Hain Celestial
HAIN
+$244K
5
STX icon
Seagate
STX
+$221K

Sector Composition

1 Financials 17.56%
2 Consumer Staples 9.48%
3 Healthcare 7.03%
4 Industrials 6.45%
5 Technology 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
97
-136
652
$7K ﹤0.01%
159
653
$7K ﹤0.01%
97
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$7K ﹤0.01%
385
+137
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56
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656
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224
657
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93
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658
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197
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659
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661
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664
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665
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666
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1,038
667
$6K ﹤0.01%
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668
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669
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670
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671
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40
672
$6K ﹤0.01%
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673
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674
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675
$6K ﹤0.01%
143