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 6.69%
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%
+60
1202
$1K ﹤0.01%
20
-2
1203
$1K ﹤0.01%
36
1204
$1K ﹤0.01%
+30
1205
$1K ﹤0.01%
+58
1206
$1K ﹤0.01%
33
1207
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1208
$1K ﹤0.01%
+192
1209
$1K ﹤0.01%
50
1210
$1K ﹤0.01%
16
1211
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1212
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+16
1213
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33
-1
1214
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65
1215
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11
1216
$1K ﹤0.01%
485
+250
1217
$1K ﹤0.01%
42
1218
$1K ﹤0.01%
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1219
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1220
$1K ﹤0.01%
6
-8
1221
$1K ﹤0.01%
48
1222
$1K ﹤0.01%
9
1223
$1K ﹤0.01%
+3
1224
$1K ﹤0.01%
+1
1225
$1K ﹤0.01%
+3
47 48
49
50 51