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
1201
$1K ﹤0.01%
+16
1202
$1K ﹤0.01%
20
1203
$1K ﹤0.01%
+45
1204
$1K ﹤0.01%
25
1205
$1K ﹤0.01%
48
1206
$1K ﹤0.01%
+24
1207
$1K ﹤0.01%
36
1208
$1K ﹤0.01%
64
1209
$1K ﹤0.01%
+36
1210
$1K ﹤0.01%
+35
1211
$1K ﹤0.01%
+18
1212
$1K ﹤0.01%
58
1213
$1K ﹤0.01%
18
1214
$1K ﹤0.01%
11
1215
$1K ﹤0.01%
+22
1216
$1K ﹤0.01%
42
1217
$1K ﹤0.01%
33
1218
$1K ﹤0.01%
76
-167
1219
$1K ﹤0.01%
+3
1220
$1K ﹤0.01%
+50
1221
$1K ﹤0.01%
+40
1222
$1K ﹤0.01%
40
-340
1223
$1K ﹤0.01%
16
1224
$1K ﹤0.01%
18
1225
$1K ﹤0.01%
11
47 48
49
50 51