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
1151
$9K ﹤0.01%
201
1152
$9K ﹤0.01%
100
1153
$9K ﹤0.01%
304
+4
1154
$9K ﹤0.01%
295
+2
1155
$9K ﹤0.01%
480
1156
$9K ﹤0.01%
393
1157
$9K ﹤0.01%
325
1158
$9K ﹤0.01%
500
1159
$9K ﹤0.01%
385
1160
$9K ﹤0.01%
250
1161
$9K ﹤0.01%
175
1162
$9K ﹤0.01%
116
1163
$9K ﹤0.01%
602
+200
1164
$9K ﹤0.01%
27
1165
$9K ﹤0.01%
2,221
1166
$9K ﹤0.01%
1,250
1167
$9K ﹤0.01%
81
-19
1168
$9K ﹤0.01%
84
+48
1169
$9K ﹤0.01%
435
+250
1170
$9K ﹤0.01%
650
-100
1171
$9K ﹤0.01%
200
1172
$9K ﹤0.01%
128
1173
$9K ﹤0.01%
930
+5
1174
$9K ﹤0.01%
209
1175
$9K ﹤0.01%
148