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
826
$5K ﹤0.01%
75
827
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134
828
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75
829
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72
830
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154
+30
831
$5K ﹤0.01%
251
832
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113
833
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834
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117
+75
835
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836
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76
+12
837
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+285
838
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235
839
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55
840
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108
-80
841
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33
842
$5K ﹤0.01%
190
843
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+21
844
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215
+3
845
$5K ﹤0.01%
114
846
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40
-32
847
$5K ﹤0.01%
129
-15
848
$5K ﹤0.01%
116
849
$5K ﹤0.01%
345
850
$5K ﹤0.01%
94
32 33
34
35 36