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
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$775K
2
+$611K
3
+$277K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$261K
5
CI icon
Cigna
CI
+$239K

Top Sells

1
+$848K
2
+$812K
3
+$505K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$365K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$364K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
12
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877
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35
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879
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63
-27
880
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+82
881
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882
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32
884
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9
885
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888
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889
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890
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891
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+31
894
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77
895
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39
-106
896
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14
897
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+44
898
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72
-3
899
$1K ﹤0.01%
165
-114
900
$1K ﹤0.01%
28
34 35
36
37 38