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
1026
$1K ﹤0.01%
+67
1027
$1K ﹤0.01%
+2,360
1028
$1K ﹤0.01%
+28
1029
$1K ﹤0.01%
+24
1030
$1K ﹤0.01%
+86
1031
$1K ﹤0.01%
+97
1032
$1K ﹤0.01%
+16
1033
$1K ﹤0.01%
+24
1034
$1K ﹤0.01%
+20
1035
$1K ﹤0.01%
+25
1036
$1K ﹤0.01%
+48
1037
$1K ﹤0.01%
+36
1038
$1K ﹤0.01%
+72
1039
$1K ﹤0.01%
+43
1040
$1K ﹤0.01%
+26
1041
$1K ﹤0.01%
+56
1042
$1K ﹤0.01%
+58
1043
$1K ﹤0.01%
+20
1044
$1K ﹤0.01%
+15
1045
$1K ﹤0.01%
+392
1046
$1K ﹤0.01%
+18
1047
$1K ﹤0.01%
+41
1048
$1K ﹤0.01%
+25
1049
$1K ﹤0.01%
+42
1050
$1K ﹤0.01%
+135
40 41
42
43 44