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
726
$3K ﹤0.01%
+84
727
$3K ﹤0.01%
+262
728
$3K ﹤0.01%
+104
729
$3K ﹤0.01%
+69
730
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+60
731
$3K ﹤0.01%
+147
732
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+124
733
$3K ﹤0.01%
+162
734
$3K ﹤0.01%
+100
735
$3K ﹤0.01%
+25
736
$3K ﹤0.01%
+908
737
$3K ﹤0.01%
+126
738
$3K ﹤0.01%
+53
739
$3K ﹤0.01%
+16
740
$3K ﹤0.01%
+78
741
$3K ﹤0.01%
+99
742
$3K ﹤0.01%
+45
743
$3K ﹤0.01%
+72
744
$3K ﹤0.01%
+165
745
$3K ﹤0.01%
+49
746
$3K ﹤0.01%
+24
747
$3K ﹤0.01%
+72
748
$3K ﹤0.01%
+85
749
$3K ﹤0.01%
+51
750
$3K ﹤0.01%
+68