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
1101
$2K ﹤0.01%
+30
1102
$2K ﹤0.01%
99
1103
$2K ﹤0.01%
78
1104
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13
1105
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55
1106
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35
1107
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+27
1108
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15
1109
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23
1110
$2K ﹤0.01%
+143
1111
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59
+27
1112
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27
1113
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97
+53
1114
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179
1115
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53
1116
$2K ﹤0.01%
158
1117
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32
+14
1118
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23
1119
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86
+47
1120
$2K ﹤0.01%
67
1121
$2K ﹤0.01%
167
1122
$2K ﹤0.01%
+77
1123
$2K ﹤0.01%
66
1124
$2K ﹤0.01%
42
1125
$2K ﹤0.01%
92
43 44
45
46 47