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
801
$4K ﹤0.01%
143
802
$4K ﹤0.01%
155
803
$4K ﹤0.01%
240
804
$4K ﹤0.01%
1,120
805
$4K ﹤0.01%
35
806
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63
807
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228
808
$4K ﹤0.01%
58
809
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175
810
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525
-310
811
$4K ﹤0.01%
263
812
$4K ﹤0.01%
519
813
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29
814
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60
815
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+33
816
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47
-43
817
$4K ﹤0.01%
+40
818
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39
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819
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4
820
$4K ﹤0.01%
+59
821
$4K ﹤0.01%
463
822
$4K ﹤0.01%
50
-18
823
$4K ﹤0.01%
59
824
$4K ﹤0.01%
29
825
$4K ﹤0.01%
70
31 32
33
34 35