BEI
Benjamin Edwards Inc Portfolio holdings
AUM
$7.85B
1-Year Return
16.18%
This Quarter Return
+8.7%
1 Year Return
+16.18%
3 Year Return
+63.42%
5 Year Return
+108.09%
10 Year Return
–
AUM
$380M
AUM Growth
+$47.3M
(+14%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
17.81%
Holding
776
New
59
Increased
402
Reduced
150
Closed
42
Top Buys
Top Sells
Sector Composition
| 1 | Utilities | 12.98% |
| 2 | Technology | 12.52% |
| 3 | Industrials | 8.93% |
| 4 | Healthcare | 8.86% |
| 5 | Consumer Staples | 7.53% |