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
$460M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$474K
3
+$263K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$243K
5
BX icon
Blackstone
BX
+$220K

Top Sells

1
+$1.48M
2
+$1.1M
3
+$818K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$596K
5
CINF icon
Cincinnati Financial
CINF
+$571K

Sector Composition

1 Financials 9.72%
2 Consumer Staples 4.85%
3 Healthcare 4.25%
4 Technology 4.2%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
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902
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903
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904
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905
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906
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907
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30
+7
908
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+250
909
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910
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911
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912
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914
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916
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+9
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920
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921
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-160
922
$4K ﹤0.01%
60
923
$4K ﹤0.01%
1,841
+408
924
$4K ﹤0.01%
112
+16
925
$4K ﹤0.01%
199
35 36
37
38 39