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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-300
1252
-6,183
1253
$0 ﹤0.01%
1
1254
$0 ﹤0.01%
50
1255
-500
1256
$0 ﹤0.01%
20
1257
-84
1258
-900
1259
$0 ﹤0.01%
+4
1260
$0 ﹤0.01%
+2
1261
$0 ﹤0.01%
3
1262
-16
1263
-19
1264
-49,495
1265
-30
1266
-132
1267
$0 ﹤0.01%
+8
1268
-3,664
1269
$0 ﹤0.01%
10
1270
$0 ﹤0.01%
53
1271
$0 ﹤0.01%
22
1272
-23
1273
-425
1274
-103
1275
-700