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
1076
$2K ﹤0.01%
180
+78
1077
$2K ﹤0.01%
186
1078
$2K ﹤0.01%
+235
1079
$2K ﹤0.01%
44
-16
1080
$2K ﹤0.01%
20
1081
$2K ﹤0.01%
48
1082
$2K ﹤0.01%
77
1083
$2K ﹤0.01%
40
1084
$2K ﹤0.01%
92
1085
$2K ﹤0.01%
56
1086
$2K ﹤0.01%
36
1087
$2K ﹤0.01%
74
1088
$2K ﹤0.01%
45
1089
$2K ﹤0.01%
1
1090
$2K ﹤0.01%
116
1091
$2K ﹤0.01%
34
+16
1092
$2K ﹤0.01%
38
1093
$2K ﹤0.01%
45
-79
1094
$2K ﹤0.01%
88
1095
$2K ﹤0.01%
308
1096
$2K ﹤0.01%
35
+12
1097
$2K ﹤0.01%
65
1098
$2K ﹤0.01%
14
1099
$2K ﹤0.01%
82
+30
1100
$2K ﹤0.01%
90
42 43
44
45 46