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
$177M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$303K
3
+$289K
4
FTV icon
Fortive
FTV
+$272K
5
STX icon
Seagate
STX
+$240K

Top Sells

1
+$1.3M
2
+$291K
3
+$249K
4
DRI icon
Darden Restaurants
DRI
+$236K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$209K

Sector Composition

1 Financials 19.02%
2 Consumer Staples 10.59%
3 Healthcare 7.04%
4 Industrials 6.97%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
10
752
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33
753
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60
+21
754
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320
-647
755
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60
756
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226
757
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91
758
$4K ﹤0.01%
129
759
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+324
760
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524
+501
761
$4K ﹤0.01%
54
762
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+143
763
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58
-32
764
$4K ﹤0.01%
63
765
$4K ﹤0.01%
130
766
$4K ﹤0.01%
+240
767
$4K ﹤0.01%
123
768
$4K ﹤0.01%
58
769
$4K ﹤0.01%
70
770
$4K ﹤0.01%
51
771
$4K ﹤0.01%
85
772
$4K ﹤0.01%
376
773
$4K ﹤0.01%
263
774
$4K ﹤0.01%
646
-317
775
$4K ﹤0.01%
34
+17
29 30
31
32 33