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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,817
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.35%
2 Healthcare 5.67%
3 Consumer Discretionary 4.97%
4 Industrials 4.94%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$156K 0.01%
1,987
652
$154K 0.01%
1,376
-24
653
$154K 0.01%
1,902
-211
654
$154K 0.01%
1,860
-30
655
$151K 0.01%
5,935
-1,090
656
$151K 0.01%
+4,302
657
$150K 0.01%
316
-24
658
$150K 0.01%
790
-4
659
$150K 0.01%
1,076
+976
660
$149K 0.01%
12,084
+215
661
$148K 0.01%
1,684
+7
662
$148K 0.01%
3,306
-240
663
$148K 0.01%
4,448
+207
664
$147K 0.01%
10,000
665
$147K 0.01%
3,641
-577
666
$146K 0.01%
2,502
+60
667
$146K 0.01%
+2,920
668
$145K 0.01%
+2,095
669
$145K 0.01%
10,849
670
$143K 0.01%
1,985
+1,000
671
$143K 0.01%
1,424
672
$143K 0.01%
5,089
+89
673
$143K 0.01%
996
+70
674
$139K 0.01%
1,516
-320
675
$139K 0.01%
2,045
-164