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
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.81M
3
+$6.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.77M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Healthcare 8.64%
3 Consumer Staples 6.82%
4 Energy 6.48%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$51K 0.04%
+443
202
$50K 0.03%
+1,334
203
$50K 0.03%
+549
204
$50K 0.03%
+621
205
$50K 0.03%
+2,967
206
$50K 0.03%
+1,526
207
$49K 0.03%
+447
208
$49K 0.03%
+1,413
209
$48K 0.03%
+1,268
210
$48K 0.03%
+1,275
211
$48K 0.03%
+5,000
212
$47K 0.03%
+1,165
213
$46K 0.03%
+600
214
$46K 0.03%
+1,322
215
$45K 0.03%
+872
216
$45K 0.03%
+1,582
217
$45K 0.03%
+2,431
218
$44K 0.03%
+948
219
$44K 0.03%
+1,477
220
$44K 0.03%
+2,500
221
$43K 0.03%
+1,024
222
$43K 0.03%
+3,829
223
$43K 0.03%
+1,400
224
$42K 0.03%
+1,430
225
$42K 0.03%
+1,700
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