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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
18
902
$3K ﹤0.01%
38
903
$3K ﹤0.01%
288
904
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91
905
$2K ﹤0.01%
171
906
$2K ﹤0.01%
599
907
$2K ﹤0.01%
27
908
$2K ﹤0.01%
28
909
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120
910
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82
911
$2K ﹤0.01%
304
912
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27
913
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914
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3
915
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916
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17
917
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+126
918
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47
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919
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103
920
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43
921
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922
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923
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19
924
$2K ﹤0.01%
44
925
$2K ﹤0.01%
94
-105
35 36
37
38 39