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
1176
$7K ﹤0.01%
94
1177
$7K ﹤0.01%
112
-1
1178
$7K ﹤0.01%
434
+2
1179
$7K ﹤0.01%
209
+1
1180
$7K ﹤0.01%
+772
1181
$7K ﹤0.01%
230
1182
$7K ﹤0.01%
175
1183
$6K ﹤0.01%
500
1184
$6K ﹤0.01%
200
1185
$6K ﹤0.01%
800
+500
1186
$6K ﹤0.01%
55
1187
$6K ﹤0.01%
+260
1188
$6K ﹤0.01%
84
1189
$6K ﹤0.01%
63
1190
$6K ﹤0.01%
+500
1191
$6K ﹤0.01%
+27
1192
$6K ﹤0.01%
71
1193
$6K ﹤0.01%
+200
1194
$6K ﹤0.01%
100
1195
$6K ﹤0.01%
+95
1196
$6K ﹤0.01%
+30
1197
$6K ﹤0.01%
200
-200
1198
$6K ﹤0.01%
+100
1199
$6K ﹤0.01%
120
1200
$6K ﹤0.01%
208