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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.08%
2 Technology 5.59%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$13K ﹤0.01%
+1,190
1077
$13K ﹤0.01%
+775
1078
$13K ﹤0.01%
1,045
1079
$13K ﹤0.01%
94
1080
$13K ﹤0.01%
300
1081
$13K ﹤0.01%
394
1082
$13K ﹤0.01%
500
1083
$13K ﹤0.01%
255
1084
$13K ﹤0.01%
270
1085
$12K ﹤0.01%
+214
1086
$12K ﹤0.01%
310
1087
$12K ﹤0.01%
200
1088
$12K ﹤0.01%
498
1089
$12K ﹤0.01%
150
1090
$12K ﹤0.01%
800
1091
$12K ﹤0.01%
1,000
1092
$12K ﹤0.01%
263
1093
$12K ﹤0.01%
2,400
1094
$12K ﹤0.01%
110
1095
$12K ﹤0.01%
300
1096
$12K ﹤0.01%
250
1097
$12K ﹤0.01%
105
1098
$12K ﹤0.01%
+567
1099
$12K ﹤0.01%
517
1100
$12K ﹤0.01%
150