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
1101
$1K ﹤0.01%
+15
1102
$1K ﹤0.01%
+42
1103
$1K ﹤0.01%
+92
1104
$1K ﹤0.01%
+86
1105
$1K ﹤0.01%
+20
1106
$0 ﹤0.01%
+7
1107
$0 ﹤0.01%
+1
1108
$0 ﹤0.01%
+5
1109
0
1110
$0 ﹤0.01%
+2
1111
$0 ﹤0.01%
+11
1112
$0 ﹤0.01%
+1
1113
$0 ﹤0.01%
+9
1114
$0 ﹤0.01%
+5
1115
$0 ﹤0.01%
+37
1116
$0 ﹤0.01%
+73
1117
$0 ﹤0.01%
+20
1118
$0 ﹤0.01%
+17