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
826
$4K ﹤0.01%
246
-196
827
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61
828
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36
829
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248
-110
830
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600
831
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250
832
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211
833
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192
+110
834
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450
835
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542
836
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157
837
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130
-858
838
$4K ﹤0.01%
1,080
839
$3K ﹤0.01%
66
840
$3K ﹤0.01%
+66
841
$3K ﹤0.01%
26
842
$3K ﹤0.01%
15
843
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844
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+149
845
$3K ﹤0.01%
97
846
$3K ﹤0.01%
53
847
$3K ﹤0.01%
90
848
$3K ﹤0.01%
28
849
$3K ﹤0.01%
50
+36
850
$3K ﹤0.01%
40
32 33
34
35 36