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
1251
$6K ﹤0.01%
100
1252
$6K ﹤0.01%
140
-100
1253
$6K ﹤0.01%
+250
1254
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496
1255
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423
+23
1256
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100
1257
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94
1258
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120
1259
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1260
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150
1261
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250
1262
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61
1263
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380
1264
$6K ﹤0.01%
200
1265
$6K ﹤0.01%
117
1266
$5K ﹤0.01%
35
-2,426
1267
$5K ﹤0.01%
25
1268
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+150
1269
$5K ﹤0.01%
242
1270
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125
1271
$5K ﹤0.01%
445
1272
$5K ﹤0.01%
508
1273
$5K ﹤0.01%
+200
1274
$5K ﹤0.01%
100
1275
$5K ﹤0.01%
83
+1