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
1176
$2K ﹤0.01%
28
1177
$2K ﹤0.01%
45
1178
$2K ﹤0.01%
59
1179
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47
1180
$2K ﹤0.01%
200
-1,935
1181
$2K ﹤0.01%
138
1182
$2K ﹤0.01%
+100
1183
$2K ﹤0.01%
129
1184
$2K ﹤0.01%
41
1185
$2K ﹤0.01%
665
1186
$2K ﹤0.01%
62
1187
$2K ﹤0.01%
235
1188
$2K ﹤0.01%
25
1189
$1K ﹤0.01%
+58
1190
$1K ﹤0.01%
70
1191
$1K ﹤0.01%
+27
1192
$1K ﹤0.01%
+15
1193
$1K ﹤0.01%
99
1194
$1K ﹤0.01%
90
1195
$1K ﹤0.01%
40
1196
$1K ﹤0.01%
25
-70
1197
$1K ﹤0.01%
40
-48
1198
$1K ﹤0.01%
39
1199
$1K ﹤0.01%
230
1200
$1K ﹤0.01%
25