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
$163M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,384
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$344K
3
+$341K
4
FFIV icon
F5
FFIV
+$329K
5
EXPE icon
Expedia Group
EXPE
+$328K

Top Sells

1
+$2.8M
2
+$1.44M
3
+$1.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$984K
5
CVX icon
Chevron
CVX
+$493K

Sector Composition

1 Financials 18.95%
2 Healthcare 7.51%
3 Consumer Staples 6.96%
4 Energy 6.84%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
42
1052
$2K ﹤0.01%
187
1053
$2K ﹤0.01%
105
1054
$2K ﹤0.01%
33
+15
1055
$2K ﹤0.01%
+523
1056
$2K ﹤0.01%
112
1057
$2K ﹤0.01%
+90
1058
$2K ﹤0.01%
78
+34
1059
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54
+30
1060
$2K ﹤0.01%
+794
1061
$2K ﹤0.01%
138
1062
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65
1063
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45
-63
1064
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21
1065
$2K ﹤0.01%
20
+9
1066
$2K ﹤0.01%
50
1067
$2K ﹤0.01%
31
1068
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+42
1069
$2K ﹤0.01%
107
1070
$2K ﹤0.01%
+86
1071
$2K ﹤0.01%
4,520
+2,160
1072
$2K ﹤0.01%
+58
1073
$2K ﹤0.01%
28
1074
$2K ﹤0.01%
137
1075
$2K ﹤0.01%
+313
41 42
43
44 45