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
776
$6K ﹤0.01%
+341
777
$6K ﹤0.01%
255
-131
778
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+170
779
$6K ﹤0.01%
149
780
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+235
781
$6K ﹤0.01%
73
+36
782
$6K ﹤0.01%
367
+301
783
$6K ﹤0.01%
353
784
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475
785
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+100
786
$6K ﹤0.01%
52
787
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788
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49
789
$6K ﹤0.01%
171
790
$6K ﹤0.01%
400
791
$6K ﹤0.01%
60
792
$6K ﹤0.01%
+307
793
$6K ﹤0.01%
125
794
$5K ﹤0.01%
87
795
$5K ﹤0.01%
109
796
$5K ﹤0.01%
368
+77
797
$5K ﹤0.01%
+91
798
$5K ﹤0.01%
91
799
$5K ﹤0.01%
+120
800
$5K ﹤0.01%
+119