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
576
$11K ﹤0.01%
239
+183
577
$11K ﹤0.01%
+122
578
$11K ﹤0.01%
+207
579
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353
+30
580
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+243
581
$10K ﹤0.01%
144
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582
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500
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+300
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141
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29
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+1,750
591
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368
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463
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66
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$9K ﹤0.01%
345
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$9K ﹤0.01%
292
+12
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$9K ﹤0.01%
183
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600
$9K ﹤0.01%
61
+52