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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$793K
3
+$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1
+$569K
2
+$392K
3
+$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.18%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
299
952
$3K ﹤0.01%
167
953
$3K ﹤0.01%
54
+16
954
$3K ﹤0.01%
407
+205
955
$3K ﹤0.01%
37
956
$3K ﹤0.01%
+20
957
$3K ﹤0.01%
+49
958
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13
959
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47
-8
960
$3K ﹤0.01%
63
961
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44
962
$3K ﹤0.01%
60
+16
963
$2K ﹤0.01%
230
964
$2K ﹤0.01%
47
+20
965
$2K ﹤0.01%
47
966
$2K ﹤0.01%
48
967
$2K ﹤0.01%
15
968
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62
+29
969
$2K ﹤0.01%
156
970
$2K ﹤0.01%
262
971
$2K ﹤0.01%
91
972
$2K ﹤0.01%
+80
973
$2K ﹤0.01%
96
-51
974
$2K ﹤0.01%
203
+55
975
$2K ﹤0.01%
102
37 38
39
40 41