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
$766M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.24%
2 Industrials 5.73%
3 Technology 5.6%
4 Consumer Staples 5.26%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$9K ﹤0.01%
+200
1102
$9K ﹤0.01%
402
+300
1103
$9K ﹤0.01%
39
1104
$9K ﹤0.01%
600
1105
$9K ﹤0.01%
1,000
1106
$9K ﹤0.01%
465
1107
$9K ﹤0.01%
105
1108
$9K ﹤0.01%
150
1109
$9K ﹤0.01%
750
1110
$9K ﹤0.01%
200
1111
$9K ﹤0.01%
101
1112
$9K ﹤0.01%
310
1113
$9K ﹤0.01%
+317
1114
$9K ﹤0.01%
283
1115
$9K ﹤0.01%
300
1116
$9K ﹤0.01%
7
1117
$9K ﹤0.01%
300
-1,000
1118
$9K ﹤0.01%
+622
1119
$9K ﹤0.01%
530
+3
1120
$8K ﹤0.01%
150
1121
$8K ﹤0.01%
400
1122
$8K ﹤0.01%
867
+18
1123
$8K ﹤0.01%
201
-8
1124
$8K ﹤0.01%
300
1125
$8K ﹤0.01%
293
+3