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
1076
$2K ﹤0.01%
45
+21
1077
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0
1078
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25
1079
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+160
1080
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+288
1081
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+150
1083
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1085
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+230
1086
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+45
1087
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1090
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+123
1091
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+13
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+12
1097
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+43
1098
$1K ﹤0.01%
25
1099
$1K ﹤0.01%
+152
1100
$1K ﹤0.01%
+30
42 43
44
45 46