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
$957M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.98%
2 Healthcare 5.42%
3 Industrials 5.24%
4 Consumer Staples 4.82%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$9K ﹤0.01%
+149
1202
$9K ﹤0.01%
291
+2
1203
$9K ﹤0.01%
480
1204
$9K ﹤0.01%
325
1205
$9K ﹤0.01%
385
1206
$9K ﹤0.01%
250
1207
$9K ﹤0.01%
375
1208
$9K ﹤0.01%
175
1209
$9K ﹤0.01%
+100
1210
$9K ﹤0.01%
460
-250
1211
$9K ﹤0.01%
+100
1212
$9K ﹤0.01%
237
+187
1213
$9K ﹤0.01%
2,221
1214
$9K ﹤0.01%
333
1215
$9K ﹤0.01%
421
+4
1216
$9K ﹤0.01%
325
+5
1217
$9K ﹤0.01%
650
1218
$9K ﹤0.01%
210
1219
$9K ﹤0.01%
317
1220
$9K ﹤0.01%
475
-92
1221
$9K ﹤0.01%
930
1222
$9K ﹤0.01%
148
1223
$9K ﹤0.01%
300
1224
$9K ﹤0.01%
7
1225
$9K ﹤0.01%
447