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
$145M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$274K
3
+$250K
4
LIN icon
Linde
LIN
+$246K
5
TJX icon
TJX Companies
TJX
+$243K

Top Sells

1
+$1.14M
2
+$937K
3
+$889K
4
TSLA icon
Tesla
TSLA
+$527K
5
LMT icon
Lockheed Martin
LMT
+$360K

Sector Composition

1 Financials 24.33%
2 Technology 15.51%
3 Consumer Staples 15.25%
4 Healthcare 14.2%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$453K 0.31%
1,454
-20
77
$451K 0.31%
7,725
+25
78
$449K 0.31%
9,798
79
$440K 0.3%
5,361
-56
80
$438K 0.3%
1,323
+57
81
$437K 0.3%
1,665
-1,012
82
$434K 0.3%
7,760
-250
83
$428K 0.3%
3,156
+31
84
$409K 0.28%
1,674
+34
85
$405K 0.28%
4,154
-4
86
$401K 0.28%
9,320
+1,926
87
$399K 0.28%
563
-14
88
$395K 0.27%
5,083
-1,531
89
$382K 0.26%
2,196
-18
90
$381K 0.26%
3,227
+24
91
$375K 0.26%
4,314
-236
92
$362K 0.25%
3,613
+234
93
$350K 0.24%
2,391
-130
94
$340K 0.24%
2,437
-20
95
$339K 0.23%
3,247
-25
96
$339K 0.23%
23,170
+5,130
97
$338K 0.23%
3,741
-15
98
$335K 0.23%
1,397
+43
99
$334K 0.23%
3,021
-33
100
$330K 0.23%
3,992
-8
2 3
4
5 6