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 8.53%
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
726
$3K ﹤0.01%
+262
727
$3K ﹤0.01%
+104
728
$3K ﹤0.01%
+69
729
$3K ﹤0.01%
+60
730
$3K ﹤0.01%
+147
731
$3K ﹤0.01%
+124
732
$3K ﹤0.01%
+162
733
$3K ﹤0.01%
+100
734
$3K ﹤0.01%
+25
735
$3K ﹤0.01%
+908
736
$3K ﹤0.01%
+126
737
$3K ﹤0.01%
+53
738
$3K ﹤0.01%
+16
739
$3K ﹤0.01%
+78
740
$3K ﹤0.01%
+99
741
$3K ﹤0.01%
+45
742
$3K ﹤0.01%
+72
743
$3K ﹤0.01%
+165
744
$3K ﹤0.01%
+49
745
$3K ﹤0.01%
+24
746
$3K ﹤0.01%
+72
747
$3K ﹤0.01%
+85
748
$3K ﹤0.01%
+51
749
$3K ﹤0.01%
+68
750
$3K ﹤0.01%
+295
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