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
1001
$1K ﹤0.01%
+17
1002
$1K ﹤0.01%
+14
1003
$1K ﹤0.01%
+252
1004
$1K ﹤0.01%
+241
1005
$1K ﹤0.01%
+35
1006
$1K ﹤0.01%
+48
1007
$1K ﹤0.01%
+22
1008
$1K ﹤0.01%
+17
1009
$1K ﹤0.01%
+17
1010
$1K ﹤0.01%
+98
1011
$1K ﹤0.01%
+33
1012
$1K ﹤0.01%
+42
1013
$1K ﹤0.01%
+51
1014
$1K ﹤0.01%
+16
1015
$1K ﹤0.01%
+292
1016
$1K ﹤0.01%
+39
1017
$1K ﹤0.01%
+74
1018
$1K ﹤0.01%
+104
1019
$1K ﹤0.01%
+26
1020
$1K ﹤0.01%
+37
1021
$1K ﹤0.01%
+112
1022
$1K ﹤0.01%
+140
1023
$1K ﹤0.01%
+34
1024
$1K ﹤0.01%
+15
1025
$1K ﹤0.01%
+24
39 40
41
42 43