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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$195K 0.01%
4,592
+49
652
$195K 0.01%
354
+113
653
$193K 0.01%
6,295
-560
654
$193K 0.01%
894
+202
655
$192K 0.01%
10,896
-150
656
$191K 0.01%
7,257
+276
657
$191K 0.01%
1,681
658
$190K 0.01%
6,202
+5,553
659
$187K 0.01%
6,495
660
$186K 0.01%
1,046
+199
661
$186K 0.01%
874
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662
$186K 0.01%
1,040
+40
663
$185K 0.01%
2,024
-393
664
$185K 0.01%
1,785
-400
665
$184K 0.01%
2,355
-50
666
$184K 0.01%
4,774
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$184K 0.01%
3,456
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668
$183K 0.01%
6,060
-30
669
$183K 0.01%
1,847
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670
$183K 0.01%
1,421
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671
$181K 0.01%
4,079
-223
672
$181K 0.01%
2,503
-537
673
$179K 0.01%
2,852
-412
674
$179K 0.01%
5,998
-1,084
675
$179K 0.01%
3,000