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
$203M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$413K
3
+$391K
4
CELG
Celgene Corp
CELG
+$281K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$249K

Top Sells

1
+$1.55M
2
+$930K
3
+$435K
4
CHRW icon
C.H. Robinson
CHRW
+$333K
5
CIEN icon
Ciena
CIEN
+$263K

Sector Composition

1 Financials 19.46%
2 Consumer Staples 9.62%
3 Healthcare 6.44%
4 Industrials 6.34%
5 Technology 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97K 0.05%
1,648
-61
202
$95K 0.05%
2,902
203
$93K 0.05%
790
+21
204
$93K 0.05%
1,823
205
$92K 0.05%
833
206
$92K 0.05%
2,839
207
$92K 0.05%
550
+6
208
$91K 0.04%
771
-26
209
$90K 0.04%
7,723
-172
210
$89K 0.04%
2,457
211
$88K 0.04%
1,095
+189
212
$87K 0.04%
4,420
+1,101
213
$86K 0.04%
+1,230
214
$86K 0.04%
3,651
+518
215
$84K 0.04%
954
216
$82K 0.04%
844
217
$81K 0.04%
813
218
$79K 0.04%
346
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219
$79K 0.04%
5,700
220
$79K 0.04%
1,368
221
$79K 0.04%
1,730
-4,600
222
$78K 0.04%
649
223
$76K 0.04%
1,052
-40
224
$75K 0.04%
1,225
225
$75K 0.04%
1,429
+116
7 8
9
10 11