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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$344K
3
+$341K
4
FFIV icon
F5
FFIV
+$329K
5
EXPE icon
Expedia Group
EXPE
+$328K

Top Sells

1
+$2.8M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K
5
CVX icon
Chevron
CVX
+$493K

Sector Composition

1 Financials 18.95%
2 Healthcare 7.35%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
50
-1,000
727
$7K ﹤0.01%
100
+51
728
$7K ﹤0.01%
525
+285
729
$7K ﹤0.01%
205
730
$7K ﹤0.01%
102
+11
731
$7K ﹤0.01%
161
+17
732
$7K ﹤0.01%
6
+1
733
$7K ﹤0.01%
144
+120
734
$7K ﹤0.01%
44
+17
735
$7K ﹤0.01%
109
-95
736
$7K ﹤0.01%
724
737
$7K ﹤0.01%
+81
738
$7K ﹤0.01%
+525
739
$7K ﹤0.01%
+65
740
$7K ﹤0.01%
162
741
$7K ﹤0.01%
78
-7
742
$7K ﹤0.01%
90
+12
743
$7K ﹤0.01%
54
744
$7K ﹤0.01%
164
-13
745
$7K ﹤0.01%
388
746
$6K ﹤0.01%
45
747
$6K ﹤0.01%
112
748
$6K ﹤0.01%
187
749
$6K ﹤0.01%
79
750
$6K ﹤0.01%
348
28 29
30
31 32