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
$484M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.51M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.09M

Top Sells

1
+$7.3M
2
+$5.76M
3
+$4.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.94M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.47M

Sector Composition

1 Financials 5.17%
2 Technology 4.8%
3 Consumer Staples 4.22%
4 Healthcare 3.48%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
34
1127
$1K ﹤0.01%
+13
1128
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43
1129
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+8
1130
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40
-48
1131
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2
-1
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1133
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41
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1134
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3
1135
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+25
1136
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100
1137
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51
1138
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+2
1139
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+112
1140
$1K ﹤0.01%
13
1141
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+90
1142
$1K ﹤0.01%
94
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1143
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1144
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14
1145
$1K ﹤0.01%
12
1146
$1K ﹤0.01%
10
1147
$1K ﹤0.01%
4
1148
$1K ﹤0.01%
266
1149
$1K ﹤0.01%
10
1150
$1K ﹤0.01%
2
44 45
46
47 48