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
626
$6K ﹤0.01%
+40
627
$6K ﹤0.01%
+399
628
$6K ﹤0.01%
37
629
$6K ﹤0.01%
46
+35
630
$6K ﹤0.01%
+291
631
$6K ﹤0.01%
+249
632
$5K ﹤0.01%
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633
$5K ﹤0.01%
+49
634
$5K ﹤0.01%
+236
635
$5K ﹤0.01%
+66
636
$5K ﹤0.01%
+38
637
$5K ﹤0.01%
42
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638
$5K ﹤0.01%
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+36
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$5K ﹤0.01%
186
641
$5K ﹤0.01%
+100
642
$5K ﹤0.01%
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$5K ﹤0.01%
+43
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$5K ﹤0.01%
+82
645
$5K ﹤0.01%
59
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646
$5K ﹤0.01%
300
647
$5K ﹤0.01%
13
+5
648
$4K ﹤0.01%
95
649
$4K ﹤0.01%
+69
650
$4K ﹤0.01%
397
+3