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
$561M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,435
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.47M
3
+$1.04M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$934K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$881K

Top Sells

1
+$3.5M
2
+$1.94M
3
+$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.12M

Sector Composition

1 Financials 6.98%
2 Technology 4.52%
3 Consumer Staples 3.66%
4 Healthcare 3.09%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$5K ﹤0.01%
+49
927
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928
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28
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929
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933
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90
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939
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940
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944
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945
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946
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947
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-12
948
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949
$4K ﹤0.01%
57
+10
950
$4K ﹤0.01%
40
36 37
38
39 40