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
$340M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.94M

Top Sells

1
+$2.81M
2
+$1.31M
3
+$959K
4
ATR icon
AptarGroup
ATR
+$731K
5
DIS icon
Walt Disney
DIS
+$614K

Sector Composition

1 Utilities 14.13%
2 Technology 13.23%
3 Healthcare 8.74%
4 Industrials 8.19%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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+36
735
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737
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748
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749
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750
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