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 7.35%
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
1126
$2K ﹤0.01%
159
1127
$2K ﹤0.01%
52
1128
$2K ﹤0.01%
38
-16
1129
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50
1130
$2K ﹤0.01%
23
1131
$2K ﹤0.01%
923
1132
$2K ﹤0.01%
+312
1133
$2K ﹤0.01%
37
+14
1134
$2K ﹤0.01%
+86
1135
$2K ﹤0.01%
+257
1136
$2K ﹤0.01%
45
1137
– –
0
1138
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25
1139
$2K ﹤0.01%
+210
1140
$2K ﹤0.01%
+1
1141
$2K ﹤0.01%
+208
1142
$2K ﹤0.01%
63
1143
$2K ﹤0.01%
+135
1144
$2K ﹤0.01%
150
1145
$2K ﹤0.01%
85
1146
$2K ﹤0.01%
+202
1147
$2K ﹤0.01%
62
1148
$1K ﹤0.01%
+15
1149
$1K ﹤0.01%
16
-1
1150
$1K ﹤0.01%
31
44 45
46
47 48