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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$800K
3 +$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1 +$585K
2 +$392K
3 +$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7K ﹤0.01%
322
+205
677
$7K ﹤0.01%
253
678
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+520
679
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188
680
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215
681
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585
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683
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114
684
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91
-10
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+146
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126
687
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447
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491
+86
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147
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98
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576
695
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+125
697
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157
698
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+180
699
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103
+18
700
$6K ﹤0.01%
49