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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,817
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.35%
2 Healthcare 5.67%
3 Consumer Discretionary 4.97%
4 Industrials 4.94%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$18K ﹤0.01%
348
+1
1152
$18K ﹤0.01%
285
1153
$18K ﹤0.01%
176
-26
1154
$17K ﹤0.01%
100
-975
1155
$17K ﹤0.01%
200
1156
$17K ﹤0.01%
489
+128
1157
$17K ﹤0.01%
900
-625
1158
$17K ﹤0.01%
+357
1159
$17K ﹤0.01%
350
-848
1160
$17K ﹤0.01%
1,200
1161
$17K ﹤0.01%
175
-111
1162
$16K ﹤0.01%
333
1163
$16K ﹤0.01%
500
1164
$16K ﹤0.01%
270
1165
$16K ﹤0.01%
229
1166
$16K ﹤0.01%
1,290
1167
$16K ﹤0.01%
90
+44
1168
$16K ﹤0.01%
47
-28
1169
$16K ﹤0.01%
1,285
1170
$16K ﹤0.01%
116
1171
$16K ﹤0.01%
550
1172
$16K ﹤0.01%
68
1173
$15K ﹤0.01%
2,109
1174
$15K ﹤0.01%
975
1175
$15K ﹤0.01%
75