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
751
$3K ﹤0.01%
+295
752
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+13
753
$3K ﹤0.01%
+93
754
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755
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+117
756
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+98
757
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+76
758
$3K ﹤0.01%
+52
759
$3K ﹤0.01%
+86
760
$3K ﹤0.01%
+60
761
$3K ﹤0.01%
+161
762
$3K ﹤0.01%
+20
763
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+46
764
$3K ﹤0.01%
+52
765
$3K ﹤0.01%
+97
766
$3K ﹤0.01%
+122
767
$3K ﹤0.01%
+40
768
$3K ﹤0.01%
+80
769
$3K ﹤0.01%
+61
770
$3K ﹤0.01%
+308
771
$3K ﹤0.01%
+137
772
$3K ﹤0.01%
+30
773
$3K ﹤0.01%
+164
774
$3K ﹤0.01%
+202
775
$3K ﹤0.01%
+28
29 30
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