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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
+105
777
$5K ﹤0.01%
159
-82
778
$5K ﹤0.01%
85
779
$5K ﹤0.01%
53
780
$5K ﹤0.01%
94
781
$5K ﹤0.01%
149
782
$5K ﹤0.01%
119
783
$5K ﹤0.01%
239
784
$5K ﹤0.01%
67
785
$4K ﹤0.01%
29
786
$4K ﹤0.01%
43
787
$4K ﹤0.01%
10
788
$4K ﹤0.01%
69
789
$4K ﹤0.01%
161
-28
790
$4K ﹤0.01%
33
791
$4K ﹤0.01%
78
-300
792
$4K ﹤0.01%
93
-93
793
$4K ﹤0.01%
320
794
$4K ﹤0.01%
307
795
$4K ﹤0.01%
352
796
$4K ﹤0.01%
43
797
$4K ﹤0.01%
217
798
$4K ﹤0.01%
68
799
$4K ﹤0.01%
111
800
$4K ﹤0.01%
341
30 31
32
33 34