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
1176
$17K ﹤0.01%
174
-250
1177
$17K ﹤0.01%
354
+115
1178
$17K ﹤0.01%
17
1179
$17K ﹤0.01%
456
-451
1180
$17K ﹤0.01%
+960
1181
$16K ﹤0.01%
609
+2
1182
$16K ﹤0.01%
24
-7
1183
$16K ﹤0.01%
257
-106
1184
$16K ﹤0.01%
385
+171
1185
$16K ﹤0.01%
1,275
1186
$16K ﹤0.01%
562
-110
1187
$16K ﹤0.01%
116
1188
$16K ﹤0.01%
324
1189
$16K ﹤0.01%
1,767
1190
$16K ﹤0.01%
183
1191
$16K ﹤0.01%
208
1192
$16K ﹤0.01%
189
-487
1193
$16K ﹤0.01%
300
-200
1194
$16K ﹤0.01%
100
-16
1195
$16K ﹤0.01%
131
-45
1196
$16K ﹤0.01%
+198
1197
$16K ﹤0.01%
550
1198
$15K ﹤0.01%
915
-1,725
1199
$15K ﹤0.01%
+700
1200
$15K ﹤0.01%
194