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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.81M
3
+$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+35
702
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+124
703
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+4
704
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705
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706
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707
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+52
708
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+166
709
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+167
710
$4K ﹤0.01%
+78
711
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+620
712
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713
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714
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715
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716
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717
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+147
718
$4K ﹤0.01%
+54
719
$4K ﹤0.01%
+71
720
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+107
721
$4K ﹤0.01%
+160
722
$3K ﹤0.01%
+98
723
$3K ﹤0.01%
+69
724
$3K ﹤0.01%
+78
725
$3K ﹤0.01%
+8
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