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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$8K ﹤0.01%
442
+2
1327
$8K ﹤0.01%
+292
1328
$8K ﹤0.01%
101
1329
$8K ﹤0.01%
128
1330
$8K ﹤0.01%
+301
1331
$8K ﹤0.01%
391
-246
1332
$7K ﹤0.01%
200
1333
$7K ﹤0.01%
196
-2
1334
$7K ﹤0.01%
242
1335
$7K ﹤0.01%
500
1336
$7K ﹤0.01%
141
1337
$7K ﹤0.01%
+117
1338
$7K ﹤0.01%
260
1339
$7K ﹤0.01%
578
1340
$7K ﹤0.01%
200
1341
$7K ﹤0.01%
150
1342
$7K ﹤0.01%
160
1343
$7K ﹤0.01%
70
1344
$7K ﹤0.01%
116
1345
$7K ﹤0.01%
130
+6
1346
$7K ﹤0.01%
600
1347
$7K ﹤0.01%
219
+17
1348
$7K ﹤0.01%
200
1349
$7K ﹤0.01%
400
1350
$7K ﹤0.01%
454
+10