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
$158M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$793K
3 +$494K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$453K
5
LNC icon
Lincoln National
LNC
+$315K

Top Sells

1 +$569K
2 +$392K
3 +$383K
4
EBAY icon
eBay
EBAY
+$320K
5
URBN icon
Urban Outfitters
URBN
+$300K

Sector Composition

1 Financials 17.16%
2 Healthcare 8.18%
3 Consumer Staples 6.34%
4 Energy 6.16%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$1K ﹤0.01%
31
1202
$1K ﹤0.01%
+174
1203
$1K ﹤0.01%
+3
1204
$1K ﹤0.01%
21
1205
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+38
1206
$1K ﹤0.01%
+25
1207
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13
1208
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+7
1209
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25
1210
$1K ﹤0.01%
+32
1211
$1K ﹤0.01%
25
1212
$1K ﹤0.01%
22
-88
1213
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+16
1214
$1K ﹤0.01%
+33
1215
$1K ﹤0.01%
24
1216
$1K ﹤0.01%
+10
1217
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1218
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3
1219
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158
1220
$1K ﹤0.01%
+69
1221
$1K ﹤0.01%
18
1222
$1K ﹤0.01%
+9
1223
$1K ﹤0.01%
+39
1224
$1K ﹤0.01%
+79
1225
$1K ﹤0.01%
+11