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 7.51%
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
1226
$1K ﹤0.01%
+37
1227
$1K ﹤0.01%
48
-100
1228
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+205
1229
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37
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1230
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1231
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+14
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28
1233
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+30
1234
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1235
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1236
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1237
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1238
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1240
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1241
$1K ﹤0.01%
+15
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+5
1243
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11
1244
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+69
1245
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1246
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+16
1247
$1K ﹤0.01%
20
1248
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+45
1249
$1K ﹤0.01%
25
1250
$1K ﹤0.01%
48
48 49
50
51 52