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
$165M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$727K
3
+$411K
4
DRI icon
Darden Restaurants
DRI
+$393K
5
LNKD
LinkedIn Corporation
LNKD
+$364K

Top Sells

1
+$836K
2
+$559K
3
+$557K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$367K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$184K

Sector Composition

1 Financials 17.7%
2 Consumer Staples 7.67%
3 Healthcare 6.81%
4 Energy 6.56%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
+54
1202
$1K ﹤0.01%
33
1203
– –
0
1204
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25
-9
1205
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+54
1206
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18
-15
1207
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+24
1208
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1209
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+23
1210
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37
1211
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+21
1212
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1213
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7
1214
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1215
$1K ﹤0.01%
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1216
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203
-548
1217
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11
-9
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1219
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51
+27
1220
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1221
$1K ﹤0.01%
+21
1222
$1K ﹤0.01%
28
1223
$1K ﹤0.01%
+75
1224
$1K ﹤0.01%
+41
1225
$1K ﹤0.01%
16
47 48
49
50 51