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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$793K
3
+$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1
+$569K
2
+$392K
3
+$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.18%
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
1026
$2K ﹤0.01%
14
1027
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90
1028
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1029
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1030
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1031
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1032
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21
+9
1033
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1034
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1035
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1036
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1037
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+17
1038
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1039
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54
1040
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+103
1041
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15
1042
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23
+11
1043
$2K ﹤0.01%
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1044
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542
1045
$2K ﹤0.01%
+282
1046
$2K ﹤0.01%
+47
1047
$2K ﹤0.01%
27
+13
1048
$2K ﹤0.01%
53
-1
1049
$2K ﹤0.01%
53
-11
1050
$2K ﹤0.01%
23
-19
40 41
42
43 44