BEI

Benjamin Edwards Inc Portfolio holdings

AUM $8.85B
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.86M
3 +$4.51M
4
AEP icon
American Electric Power
AEP
+$3.92M
5
NVDA icon
NVIDIA
NVDA
+$3.79M

Top Sells

1 +$980K
2 +$876K
3 +$789K
4
ARKK icon
ARK Innovation ETF
ARKK
+$532K
5
PNW icon
Pinnacle West Capital
PNW
+$478K

Sector Composition

1 Utilities 16.09%
2 Technology 15.07%
3 Industrials 8.68%
4 Consumer Discretionary 7.57%
5 Financials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$19K 0.01%
243
+203
527
$19K 0.01%
1,051
+597
528
$19K 0.01%
+223
529
$19K 0.01%
243
+208
530
$19K 0.01%
+1,916
531
$18K 0.01%
+205
532
$18K 0.01%
+691
533
$18K 0.01%
152
+7
534
$18K 0.01%
350
535
$18K 0.01%
62
+51
536
$17K 0.01%
403
+7
537
$17K 0.01%
224
+6
538
$17K 0.01%
+263
539
$16K 0.01%
+106
540
$16K 0.01%
153
+118
541
$16K 0.01%
+237
542
$16K 0.01%
+1,357
543
$16K 0.01%
2,300
544
$15K ﹤0.01%
+206
545
$15K ﹤0.01%
113
+16
546
$15K ﹤0.01%
+748
547
$15K ﹤0.01%
654
548
$15K ﹤0.01%
435
+54
549
$15K ﹤0.01%
+107
550
$14K ﹤0.01%
18
+14