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
826
$2K ﹤0.01%
+255
827
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+138
828
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+116
829
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+31
830
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+66
831
$2K ﹤0.01%
+270
832
$2K ﹤0.01%
+37
833
$2K ﹤0.01%
+38
834
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+50
835
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+107
836
$2K ﹤0.01%
+45
837
$2K ﹤0.01%
+90
838
$2K ﹤0.01%
+46
839
$2K ﹤0.01%
+63
840
$2K ﹤0.01%
+32
841
$2K ﹤0.01%
+137
842
$2K ﹤0.01%
+285
843
$2K ﹤0.01%
+154
844
$2K ﹤0.01%
+186
845
$2K ﹤0.01%
+132
846
$2K ﹤0.01%
+10
847
$2K ﹤0.01%
+47
848
$2K ﹤0.01%
+77
849
$2K ﹤0.01%
+91
850
$2K ﹤0.01%
+39
32 33
34
35 36