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
901
$4K ﹤0.01%
+307
902
$4K ﹤0.01%
147
903
$4K ﹤0.01%
35
904
$4K ﹤0.01%
272
905
$4K ﹤0.01%
62
906
$4K ﹤0.01%
269
+189
907
$4K ﹤0.01%
208
908
$4K ﹤0.01%
+150
909
$4K ﹤0.01%
250
910
$4K ﹤0.01%
+209
911
$4K ﹤0.01%
+133
912
$4K ﹤0.01%
69
+18
913
$4K ﹤0.01%
+287
914
$4K ﹤0.01%
229
-135
915
$4K ﹤0.01%
+64
916
$4K ﹤0.01%
+56
917
$4K ﹤0.01%
52
918
$3K ﹤0.01%
55
919
$3K ﹤0.01%
+687
920
$3K ﹤0.01%
+256
921
$3K ﹤0.01%
17
922
$3K ﹤0.01%
48
923
$3K ﹤0.01%
69
924
$3K ﹤0.01%
84
925
$3K ﹤0.01%
22
35 36
37
38 39