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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8K ﹤0.01%
804
-791
677
$8K ﹤0.01%
236
678
$8K ﹤0.01%
+349
679
$8K ﹤0.01%
240
680
$8K ﹤0.01%
353
-67
681
$7K ﹤0.01%
187
682
$7K ﹤0.01%
182
683
$7K ﹤0.01%
232
684
$7K ﹤0.01%
276
685
$7K ﹤0.01%
510
686
$7K ﹤0.01%
71
687
$7K ﹤0.01%
56
688
$7K ﹤0.01%
131
689
$7K ﹤0.01%
62
690
$7K ﹤0.01%
156
+137
691
$7K ﹤0.01%
71
692
$7K ﹤0.01%
140
693
$7K ﹤0.01%
1,220
694
$7K ﹤0.01%
125
695
$7K ﹤0.01%
375
696
$7K ﹤0.01%
17
-25
697
$7K ﹤0.01%
205
698
$7K ﹤0.01%
646
-1,255
699
$7K ﹤0.01%
284
700
$7K ﹤0.01%
149
26 27
28
29 30