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
1151
$8K ﹤0.01%
2,000
1152
$8K ﹤0.01%
90
+40
1153
$8K ﹤0.01%
+63
1154
$7K ﹤0.01%
289
1155
$7K ﹤0.01%
+74
1156
$7K ﹤0.01%
106
-124
1157
$7K ﹤0.01%
500
1158
$7K ﹤0.01%
250
1159
$7K ﹤0.01%
150
1160
$7K ﹤0.01%
507
+262
1161
$7K ﹤0.01%
+393
1162
$7K ﹤0.01%
+68
1163
$7K ﹤0.01%
250
1164
$7K ﹤0.01%
250
1165
$7K ﹤0.01%
138
+55
1166
$7K ﹤0.01%
120
1167
$7K ﹤0.01%
350
1168
$7K ﹤0.01%
75
1169
$7K ﹤0.01%
119
1170
$7K ﹤0.01%
427
1171
$7K ﹤0.01%
150
1172
$7K ﹤0.01%
78
-12,900
1173
$7K ﹤0.01%
210
1174
$7K ﹤0.01%
200
1175
$7K ﹤0.01%
186