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
1176
$15K ﹤0.01%
+100
1177
$15K ﹤0.01%
500
1178
$15K ﹤0.01%
450
1179
$15K ﹤0.01%
75
1180
$15K ﹤0.01%
517
+4
1181
$15K ﹤0.01%
548
1182
$15K ﹤0.01%
116
-107
1183
$15K ﹤0.01%
1,284
-500
1184
$15K ﹤0.01%
+240
1185
$15K ﹤0.01%
254
-181
1186
$15K ﹤0.01%
304
-37
1187
$15K ﹤0.01%
1,012
1188
$14K ﹤0.01%
298
+10
1189
$14K ﹤0.01%
1,275
-268
1190
$14K ﹤0.01%
1,000
-800
1191
$14K ﹤0.01%
194
+25
1192
$14K ﹤0.01%
197
-195
1193
$14K ﹤0.01%
200
+100
1194
$14K ﹤0.01%
+810
1195
$14K ﹤0.01%
+1,010
1196
$14K ﹤0.01%
233
+128
1197
$14K ﹤0.01%
1,500
1198
$14K ﹤0.01%
735
1199
$14K ﹤0.01%
94
1200
$14K ﹤0.01%
1,196