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
176
$96K 0.06%
854
+9
177
$95K 0.06%
2,070
178
$93K 0.06%
1,744
179
$93K 0.06%
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180
$92K 0.06%
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181
$92K 0.06%
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182
$91K 0.06%
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183
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$90K 0.05%
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-132
185
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186
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187
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188
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189
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190
$85K 0.05%
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194
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195
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196
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197
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198
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199
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200
$76K 0.05%
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