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EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
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
+$2.01M
2
+$800K
3
+$499K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$435K
5
LNC icon
Lincoln National
LNC
+$316K

Top Sells

1
+$585K
2
+$392K
3
+$366K
4
URBN icon
Urban Outfitters
URBN
+$316K
5
EBAY icon
eBay
EBAY
+$302K

Sector Composition

1 Financials 17.12%
2 Healthcare 8.34%
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
976
$2K ﹤0.01%
+288
977
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66
978
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230
979
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47
980
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48
981
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15
982
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62
+29
983
$2K ﹤0.01%
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984
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262
985
$2K ﹤0.01%
91
986
$2K ﹤0.01%
+80
987
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988
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203
+55
989
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102
990
$2K ﹤0.01%
148
991
$2K ﹤0.01%
+78
992
$2K ﹤0.01%
33
+16
993
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76
-34
994
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42
995
$2K ﹤0.01%
+20
996
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187
997
$2K ﹤0.01%
50
998
$2K ﹤0.01%
105
999
$2K ﹤0.01%
112
1000
$2K ﹤0.01%
255
38 39
40
41 42