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
$145M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$274K
3
+$250K
4
LIN icon
Linde
LIN
+$246K
5
TJX icon
TJX Companies
TJX
+$243K

Top Sells

1
+$1.14M
2
+$937K
3
+$889K
4
TSLA icon
Tesla
TSLA
+$527K
5
LMT icon
Lockheed Martin
LMT
+$360K

Sector Composition

1 Financials 24.33%
2 Technology 15.51%
3 Consumer Staples 15.25%
4 Healthcare 14.2%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.48%
1,263
+11
52
$695K 0.48%
10,924
+326
53
$691K 0.48%
1,890
+43
54
$689K 0.48%
4,912
+12
55
$671K 0.46%
4,276
+6
56
$602K 0.42%
5,849
-183
57
$600K 0.41%
18,128
-3,054
58
$581K 0.4%
7,210
-1,180
59
$576K 0.4%
5,694
-15
60
$575K 0.4%
4,079
+43
61
$550K 0.38%
3,692
-82
62
$550K 0.38%
4,570
-1,679
63
$535K 0.37%
1,736
-86
64
$528K 0.36%
2,771
+34
65
$522K 0.36%
19,732
-1,265
66
$520K 0.36%
6,976
+1,660
67
$500K 0.35%
12,799
-972
68
$500K 0.35%
916
-12
69
$480K 0.33%
13,716
-87
70
$473K 0.33%
5,073
-161
71
$471K 0.33%
1,325
-19
72
$470K 0.32%
2,846
-24
73
$469K 0.32%
1,028
+35
74
$469K 0.32%
2,624
-44
75
$465K 0.32%
2,150
-15
1 2
3
4 5