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
876
$4K ﹤0.01%
166
877
$4K ﹤0.01%
+1,016
878
$4K ﹤0.01%
+85
879
$4K ﹤0.01%
46
+11
880
$4K ﹤0.01%
187
+78
881
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76
882
$4K ﹤0.01%
233
883
$4K ﹤0.01%
13
884
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105
+20
885
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100
-17
886
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26
887
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88
888
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116
+24
889
$4K ﹤0.01%
101
+21
890
$4K ﹤0.01%
519
891
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52
892
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59
893
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122
+25
894
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78
895
$4K ﹤0.01%
65
896
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6
+2
897
$4K ﹤0.01%
135
-26
898
$4K ﹤0.01%
32
899
$4K ﹤0.01%
96
+45
900
$4K ﹤0.01%
116
+48
34 35
36
37 38