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
1276
$0 ﹤0.01%
3
1277
$0 ﹤0.01%
235
1278
-2,050
1279
-300
1280
0
1281
-250
1282
$0 ﹤0.01%
6
1283
-600
1284
-143
1285
-357
1286
$0 ﹤0.01%
3
1287
-4
1288
-9
1289
-100
1290
$0 ﹤0.01%
6
1291
-628
1292
-200
1293
-26,978
1294
-540
1295
-1,250
1296
-190
1297
-300
1298
-6,572
1299
$0 ﹤0.01%
1,269
1300
$0 ﹤0.01%
+700