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
1051
$2K ﹤0.01%
26
+12
1052
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59
+34
1053
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23
+11
1054
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1055
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1056
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1057
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1058
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1059
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39
+16
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50
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1061
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1063
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159
1064
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52
1065
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153
+67
1066
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1067
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1068
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51
1069
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23
1070
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+923
1071
$2K ﹤0.01%
1,000
1072
$2K ﹤0.01%
29
1073
$2K ﹤0.01%
165
1074
$2K ﹤0.01%
+68
1075
$2K ﹤0.01%
+1,122
41 42
43
44 45