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
1276
$1K ﹤0.01%
11
1277
$1K ﹤0.01%
+204
1278
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29
1279
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1280
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15
1281
$1K ﹤0.01%
22
-28
1282
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+15
1283
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+109
1284
$1K ﹤0.01%
+77
1285
$1K ﹤0.01%
22
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22
1287
$1K ﹤0.01%
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+17
1289
$1K ﹤0.01%
+173
1290
$1K ﹤0.01%
+93
1291
$1K ﹤0.01%
67
-271
1292
$1K ﹤0.01%
20
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$1K ﹤0.01%
+48
1294
$1K ﹤0.01%
+12
1295
$1K ﹤0.01%
63
1296
$1K ﹤0.01%
1,000
1297
$1K ﹤0.01%
13
1298
$1K ﹤0.01%
12
1299
$1K ﹤0.01%
+322
1300
$1K ﹤0.01%
43
50 51
52
53 54