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
$983M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,716
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.27%
2 Healthcare 5.57%
3 Industrials 5.45%
4 Consumer Staples 4.68%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$8K ﹤0.01%
500
+32
1302
$8K ﹤0.01%
180
1303
$8K ﹤0.01%
480
1304
$8K ﹤0.01%
150
1305
$8K ﹤0.01%
385
1306
$8K ﹤0.01%
155
-43,806
1307
$8K ﹤0.01%
375
1308
$8K ﹤0.01%
2,400
1309
$8K ﹤0.01%
+165
1310
$8K ﹤0.01%
175
1311
$8K ﹤0.01%
250
1312
$8K ﹤0.01%
116
1313
$8K ﹤0.01%
438
+220
1314
$8K ﹤0.01%
625
1315
$8K ﹤0.01%
333
1316
$8K ﹤0.01%
189
1317
$8K ﹤0.01%
325
1318
$8K ﹤0.01%
200
1319
$8K ﹤0.01%
186
1320
$8K ﹤0.01%
170
+100
1321
$8K ﹤0.01%
316
-1
1322
$8K ﹤0.01%
475
1323
$8K ﹤0.01%
440
+2
1324
$8K ﹤0.01%
210
1325
$8K ﹤0.01%
390