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
1051
$1K ﹤0.01%
+33
1052
$1K ﹤0.01%
+88
1053
$1K ﹤0.01%
+42
1054
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+16
1055
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+18
1056
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+65
1057
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+11
1058
$1K ﹤0.01%
+773
1059
$1K ﹤0.01%
+14
1060
$1K ﹤0.01%
+27
1061
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+21
1062
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+37
1063
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+60
1064
$1K ﹤0.01%
+42
1065
$1K ﹤0.01%
+102
1066
$1K ﹤0.01%
+32
1067
$1K ﹤0.01%
+12
1068
$1K ﹤0.01%
+89
1069
$1K ﹤0.01%
+24
1070
$1K ﹤0.01%
+13
1071
$1K ﹤0.01%
+18
1072
$1K ﹤0.01%
+21
1073
$1K ﹤0.01%
+73
1074
$1K ﹤0.01%
+46
1075
$1K ﹤0.01%
+13
41 42
43
44 45