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 8.64%
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
951
$1K ﹤0.01%
+92
952
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+86
953
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954
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955
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956
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957
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+50
958
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959
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960
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961
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+25
962
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963
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964
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965
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966
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+24
967
– –
0
968
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+25
969
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+35
970
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+16
971
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+27
972
$1K ﹤0.01%
+211
973
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+32
974
$1K ﹤0.01%
+87
975
$1K ﹤0.01%
+21
37 38
39
40 41