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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$19K ﹤0.01%
298
1152
$19K ﹤0.01%
500
1153
$19K ﹤0.01%
500
1154
$19K ﹤0.01%
270
1155
$19K ﹤0.01%
489
1156
$19K ﹤0.01%
454
1157
$19K ﹤0.01%
432
1158
$19K ﹤0.01%
548
1159
$19K ﹤0.01%
+235
1160
$19K ﹤0.01%
47
1161
$19K ﹤0.01%
+700
1162
$19K ﹤0.01%
+1,000
1163
$19K ﹤0.01%
+240
1164
$19K ﹤0.01%
1,200
1165
$19K ﹤0.01%
713
+4
1166
$18K ﹤0.01%
200
1167
$18K ﹤0.01%
1,100
1168
$18K ﹤0.01%
450
1169
$18K ﹤0.01%
515
-1,068
1170
$18K ﹤0.01%
290
-100
1171
$18K ﹤0.01%
291
+61
1172
$17K ﹤0.01%
35
1173
$17K ﹤0.01%
+323
1174
$17K ﹤0.01%
1,000
1175
$17K ﹤0.01%
700
-2,460