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
701
$7K ﹤0.01%
257
+120
702
$7K ﹤0.01%
159
703
$7K ﹤0.01%
276
704
$7K ﹤0.01%
39
705
$7K ﹤0.01%
+306
706
$7K ﹤0.01%
88
-29
707
$7K ﹤0.01%
178
708
$7K ﹤0.01%
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709
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772
710
$6K ﹤0.01%
167
711
$6K ﹤0.01%
266
712
$6K ﹤0.01%
129
-9
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$6K ﹤0.01%
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714
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-126
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$6K ﹤0.01%
91
716
$6K ﹤0.01%
289
717
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88
718
$6K ﹤0.01%
69
-18
719
$6K ﹤0.01%
93
720
$6K ﹤0.01%
1,038
721
$6K ﹤0.01%
125
722
$6K ﹤0.01%
996
-664
723
$6K ﹤0.01%
134
724
$6K ﹤0.01%
72
725
$6K ﹤0.01%
40
27 28
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