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 7.51%
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
826
$5K ﹤0.01%
122
827
$5K ﹤0.01%
75
828
$5K ﹤0.01%
134
829
$5K ﹤0.01%
75
830
$5K ﹤0.01%
72
831
$5K ﹤0.01%
154
+30
832
$5K ﹤0.01%
251
833
$5K ﹤0.01%
113
834
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124
835
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117
+75
836
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211
837
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76
+12
838
$5K ﹤0.01%
+285
839
$5K ﹤0.01%
235
840
$5K ﹤0.01%
55
841
$5K ﹤0.01%
108
-80
842
$5K ﹤0.01%
33
843
$5K ﹤0.01%
190
844
$5K ﹤0.01%
91
+21
845
$5K ﹤0.01%
215
+3
846
$5K ﹤0.01%
114
847
$5K ﹤0.01%
40
-32
848
$5K ﹤0.01%
129
-15
849
$5K ﹤0.01%
116
850
$5K ﹤0.01%
345
32 33
34
35 36