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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.08%
2 Technology 5.59%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$8K ﹤0.01%
95
1202
$8K ﹤0.01%
150
1203
$8K ﹤0.01%
320
-10
1204
$8K ﹤0.01%
210
1205
$8K ﹤0.01%
+528
1206
$8K ﹤0.01%
+145
1207
$8K ﹤0.01%
+165
1208
$8K ﹤0.01%
112
1209
$8K ﹤0.01%
7
1210
$8K ﹤0.01%
+390
1211
$7K ﹤0.01%
74
1212
$7K ﹤0.01%
97
-80
1213
$7K ﹤0.01%
250
1214
$7K ﹤0.01%
107
+2
1215
$7K ﹤0.01%
+200
1216
$7K ﹤0.01%
122
+2
1217
$7K ﹤0.01%
+453
1218
$7K ﹤0.01%
350
1219
$7K ﹤0.01%
500
1220
$7K ﹤0.01%
75
1221
$7K ﹤0.01%
427
1222
$7K ﹤0.01%
200
1223
$7K ﹤0.01%
300
+100
1224
$7K ﹤0.01%
150
1225
$7K ﹤0.01%
200