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
$194M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1 +$357K
2 +$282K
3 +$275K
4
TGT icon
Target
TGT
+$274K
5
NFLX icon
Netflix
NFLX
+$118K

Top Sells

1 +$1.82M
2 +$639K
3 +$621K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$593K
5
USB icon
US Bancorp
USB
+$428K

Sector Composition

1 Financials 16.12%
2 Consumer Staples 8.62%
3 Healthcare 7.06%
4 Technology 6.21%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$1K ﹤0.01%
+44
877
$1K ﹤0.01%
85
878
$1K ﹤0.01%
14
879
$1K ﹤0.01%
32
880
$1K ﹤0.01%
+109
881
$1K ﹤0.01%
+14
882
$1K ﹤0.01%
9
883
$1K ﹤0.01%
32
884
$1K ﹤0.01%
+76
885
$1K ﹤0.01%
51
886
$1K ﹤0.01%
+17
887
$1K ﹤0.01%
77
888
$1K ﹤0.01%
11
889
$1K ﹤0.01%
14
890
$1K ﹤0.01%
103
891
$1K ﹤0.01%
28
892
$1K ﹤0.01%
5
893
$1K ﹤0.01%
22
894
$1K ﹤0.01%
+42
895
$1K ﹤0.01%
255
896
$1K ﹤0.01%
37
897
$1K ﹤0.01%
+85
898
$1K ﹤0.01%
34
899
$1K ﹤0.01%
64
900
$1K ﹤0.01%
11