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
1151
$2K ﹤0.01%
200
-16,005
1152
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47
1153
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1154
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100
1155
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1156
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1157
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84
1158
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500
1159
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+41
1160
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21
-27
1161
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35
1162
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+486
1163
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125
1164
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400
1165
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82
1166
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28
1167
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1168
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150
-100
1169
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1170
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54
+41
1171
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1
1172
$2K ﹤0.01%
2
-1
1173
$2K ﹤0.01%
30
1174
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60
1175
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23