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 8.53%
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
976
$1K ﹤0.01%
+41
977
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+14
978
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979
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980
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981
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+14
982
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+252
983
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+241
984
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+35
985
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+48
986
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+22
987
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988
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+17
989
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990
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+33
991
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+42
992
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+51
993
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994
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+292
995
$1K ﹤0.01%
+39
996
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+74
997
$1K ﹤0.01%
+104
998
$1K ﹤0.01%
+26
999
$1K ﹤0.01%
+37
1000
$1K ﹤0.01%
+112
38 39
40
41 42