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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$793K
3 +$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1 +$569K
2 +$392K
3 +$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.18%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
171
+24
727
$6K ﹤0.01%
77
+66
728
$6K ﹤0.01%
315
+167
729
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167
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730
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+45
731
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162
+128
732
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200
733
$6K ﹤0.01%
377
+191
734
$6K ﹤0.01%
109
735
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8
736
$6K ﹤0.01%
388
737
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738
$5K ﹤0.01%
128
-48
739
$5K ﹤0.01%
87
740
$5K ﹤0.01%
112
+88
741
$5K ﹤0.01%
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742
$5K ﹤0.01%
81
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743
$5K ﹤0.01%
867
-513
744
$5K ﹤0.01%
128
+24
745
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120
+20
746
$5K ﹤0.01%
600
+100
747
$5K ﹤0.01%
179
748
$5K ﹤0.01%
+133
749
$5K ﹤0.01%
82
-20
750
$5K ﹤0.01%
118
+21