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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6K ﹤0.01%
+600
1027
$6K ﹤0.01%
+28
1028
$6K ﹤0.01%
+262
1029
$6K ﹤0.01%
+120
1030
$6K ﹤0.01%
63
-72
1031
$6K ﹤0.01%
+77
1032
$6K ﹤0.01%
75
1033
$6K ﹤0.01%
76
1034
$6K ﹤0.01%
71
1035
$6K ﹤0.01%
427
1036
$6K ﹤0.01%
100
1037
$6K ﹤0.01%
100
1038
$6K ﹤0.01%
150
1039
$6K ﹤0.01%
+104
1040
$6K ﹤0.01%
1,292
+15
1041
$6K ﹤0.01%
180
1042
$6K ﹤0.01%
+110
1043
$6K ﹤0.01%
100
1044
$6K ﹤0.01%
+305
1045
$6K ﹤0.01%
101
1046
$6K ﹤0.01%
400
1047
$6K ﹤0.01%
250
1048
$6K ﹤0.01%
+250
1049
$6K ﹤0.01%
202
+7
1050
$6K ﹤0.01%
100