BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.03%
2 Healthcare 5.24%
3 Industrials 4.53%
4 Consumer Discretionary 4.47%
5 Financials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$750K 0.04%
2,124
+103
377
$749K 0.04%
3,486
+86
378
$748K 0.04%
1,999
+89
379
$748K 0.04%
16,205
-240
380
$747K 0.04%
5,286
+228
381
$746K 0.04%
6,652
+350
382
$745K 0.04%
2,664
-58
383
$737K 0.04%
1,923
+196
384
$735K 0.04%
3,934
+229
385
$733K 0.04%
4,466
+4
386
$732K 0.04%
2,148
-17
387
$729K 0.04%
18,100
-4,600
388
$728K 0.04%
54,031
-16,124
389
$725K 0.04%
6,893
-44
390
$720K 0.04%
12,890
+1,644
391
$719K 0.04%
13,189
-200
392
$718K 0.04%
2,589
+74
393
$717K 0.04%
5,616
+301
394
$717K 0.04%
7,313
-548
395
$712K 0.04%
5,548
-144
396
$707K 0.04%
5,984
-1,442
397
$707K 0.04%
5,222
-730
398
$707K 0.04%
19,535
+19,235
399
$706K 0.04%
23,006
+318
400
$697K 0.04%
4,412
+141