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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.81M
3
+$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.53%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
+63
902
$2K ﹤0.01%
+44
903
$2K ﹤0.01%
+85
904
$2K ﹤0.01%
+62
905
$2K ﹤0.01%
+148
906
$2K ﹤0.01%
+102
907
$2K ﹤0.01%
+66
908
$2K ﹤0.01%
+145
909
$2K ﹤0.01%
+81
910
$2K ﹤0.01%
+40
911
$2K ﹤0.01%
+192
912
$2K ﹤0.01%
+148
913
$2K ﹤0.01%
+32
914
$2K ﹤0.01%
+36
915
$2K ﹤0.01%
+62
916
$2K ﹤0.01%
+56
917
$2K ﹤0.01%
+96
918
$2K ﹤0.01%
+83
919
$2K ﹤0.01%
+51
920
$2K ﹤0.01%
+74
921
$2K ﹤0.01%
+1
922
$2K ﹤0.01%
+59
923
$2K ﹤0.01%
+103
924
$2K ﹤0.01%
+134
925
$2K ﹤0.01%
+110
35 36
37
38 39