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 8.53%
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
776
$3K ﹤0.01%
+70
777
$3K ﹤0.01%
+75
778
$3K ﹤0.01%
+62
779
$3K ﹤0.01%
+250
780
$3K ﹤0.01%
+119
781
$3K ﹤0.01%
+220
782
$3K ﹤0.01%
+84
783
$3K ﹤0.01%
+9
784
$3K ﹤0.01%
+292
785
$3K ﹤0.01%
+163
786
$3K ﹤0.01%
+33
787
$3K ﹤0.01%
+335
788
$3K ﹤0.01%
+40
789
$3K ﹤0.01%
+179
790
$3K ﹤0.01%
+42
791
$3K ﹤0.01%
+69
792
$3K ﹤0.01%
+54
793
$3K ﹤0.01%
+187
794
$3K ﹤0.01%
+299
795
$3K ﹤0.01%
+167
796
$3K ﹤0.01%
+114
797
$3K ﹤0.01%
+74
798
$3K ﹤0.01%
+148
799
$3K ﹤0.01%
+105
800
$3K ﹤0.01%
+52
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