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
751
$6K ﹤0.01%
+182
752
$6K ﹤0.01%
11
753
$6K ﹤0.01%
221
754
$6K ﹤0.01%
93
-5
755
$6K ﹤0.01%
576
756
$6K ﹤0.01%
118
+66
757
$6K ﹤0.01%
125
758
$6K ﹤0.01%
157
759
$6K ﹤0.01%
61
760
$6K ﹤0.01%
288
761
$6K ﹤0.01%
170
+25
762
$6K ﹤0.01%
37
+6
763
$6K ﹤0.01%
132
-74
764
$6K ﹤0.01%
56
765
$6K ﹤0.01%
112
766
$6K ﹤0.01%
1,120
767
$6K ﹤0.01%
111
768
$6K ﹤0.01%
235
769
$6K ﹤0.01%
465
+84
770
$6K ﹤0.01%
96
-21
771
$6K ﹤0.01%
+160
772
$6K ﹤0.01%
140
773
$6K ﹤0.01%
243
774
$6K ﹤0.01%
+117
775
$6K ﹤0.01%
66
29 30
31
32 33