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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$344K
3
+$341K
4
FFIV icon
F5
FFIV
+$329K
5
EXPE icon
Expedia Group
EXPE
+$328K

Top Sells

1
+$2.8M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K
5
CVX icon
Chevron
CVX
+$493K

Sector Composition

1 Financials 18.95%
2 Healthcare 7.35%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
49
1002
$3K ﹤0.01%
212
1003
$3K ﹤0.01%
361
+62
1004
– –
0
1005
$3K ﹤0.01%
31
+8
1006
$3K ﹤0.01%
52
+13
1007
$3K ﹤0.01%
96
-463
1008
$3K ﹤0.01%
33
+11
1009
$3K ﹤0.01%
435
1010
$3K ﹤0.01%
60
+17
1011
$3K ﹤0.01%
+70
1012
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+172
1013
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74
+20
1014
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37
1015
$3K ﹤0.01%
20
1016
$3K ﹤0.01%
+224
1017
$3K ﹤0.01%
+77
1018
$3K ﹤0.01%
286
1019
$3K ﹤0.01%
127
1020
$3K ﹤0.01%
+314
1021
$3K ﹤0.01%
71
1022
$3K ﹤0.01%
249
+89
1023
$3K ﹤0.01%
288
1024
$3K ﹤0.01%
66
1025
$3K ﹤0.01%
16
39 40
41
42 43