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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
1026
$2K ﹤0.01%
+116
1027
$2K ﹤0.01%
134
1028
$2K ﹤0.01%
4
1029
$2K ﹤0.01%
14
1030
$2K ﹤0.01%
90
1031
$2K ﹤0.01%
37
1032
$2K ﹤0.01%
99
1033
$2K ﹤0.01%
78
1034
$2K ﹤0.01%
42
1035
$2K ﹤0.01%
21
+9
1036
$2K ﹤0.01%
+114
1037
$2K ﹤0.01%
110
1038
$2K ﹤0.01%
79
1039
$2K ﹤0.01%
55
1040
$2K ﹤0.01%
35
+17
1041
$2K ﹤0.01%
+44
1042
$2K ﹤0.01%
54
1043
$2K ﹤0.01%
+103
1044
$2K ﹤0.01%
15
1045
$2K ﹤0.01%
23
+11
1046
$2K ﹤0.01%
42
1047
$2K ﹤0.01%
542
1048
$2K ﹤0.01%
+282
1049
$2K ﹤0.01%
+47
1050
$2K ﹤0.01%
27
+13
40 41
42
43 44