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
51
$8.94M 0.48%
22,469
+124
52
$8.61M 0.46%
28,209
-254
53
$8.26M 0.44%
159,635
+30,358
54
$8.22M 0.44%
145,181
+129,316
55
$8.2M 0.44%
140,824
-2,557
56
$8.08M 0.44%
74,304
+9,884
57
$7.93M 0.43%
21,319
+4,248
58
$7.82M 0.42%
172,716
+4,437
59
$7.73M 0.42%
234,777
+26,696
60
$7.54M 0.41%
144,771
-860
61
$7.52M 0.41%
100,151
-191,751
62
$7.28M 0.39%
318,613
-65,033
63
$7.25M 0.39%
34,239
+998
64
$7.22M 0.39%
+281,486
65
$7.07M 0.38%
169,045
-185
66
$7.05M 0.38%
17,780
-3,553
67
$7.04M 0.38%
128,787
+33,152
68
$6.92M 0.37%
63,711
+9,007
69
$6.8M 0.37%
96,617
+4,034
70
$6.7M 0.36%
29,906
-380
71
$6.3M 0.34%
19,756
-4,215
72
$5.99M 0.32%
40,706
+227
73
$5.91M 0.32%
15,983
+849
74
$5.89M 0.32%
286,876
+42,588
75
$5.71M 0.31%
92,852
+4,327