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
1126
$8K ﹤0.01%
180
1127
$8K ﹤0.01%
480
1128
$8K ﹤0.01%
105
+1
1129
$8K ﹤0.01%
385
1130
$8K ﹤0.01%
550
1131
$8K ﹤0.01%
375
1132
$8K ﹤0.01%
175
1133
$8K ﹤0.01%
375
1134
$8K ﹤0.01%
+116
1135
$8K ﹤0.01%
76
1136
$8K ﹤0.01%
+561
1137
$8K ﹤0.01%
610
+500
1138
$8K ﹤0.01%
100
1139
$8K ﹤0.01%
333
-61
1140
$8K ﹤0.01%
1,250
1141
$8K ﹤0.01%
413
+4
1142
$8K ﹤0.01%
330
1143
$8K ﹤0.01%
+925
1144
$8K ﹤0.01%
+126
1145
$8K ﹤0.01%
+224
1146
$8K ﹤0.01%
225
1147
$8K ﹤0.01%
50
-32
1148
$8K ﹤0.01%
800
1149
$8K ﹤0.01%
9
+5
1150
$8K ﹤0.01%
+139