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
1376
$6K ﹤0.01%
+250
1377
$6K ﹤0.01%
70
+30
1378
$6K ﹤0.01%
515
1379
$6K ﹤0.01%
94
1380
$6K ﹤0.01%
200
1381
$6K ﹤0.01%
125
1382
$6K ﹤0.01%
120
1383
$6K ﹤0.01%
208
1384
$6K ﹤0.01%
101
1385
$6K ﹤0.01%
660
1386
$6K ﹤0.01%
96
+37
1387
$6K ﹤0.01%
117
1388
$5K ﹤0.01%
25
1389
$5K ﹤0.01%
+200
1390
$5K ﹤0.01%
445
1391
$5K ﹤0.01%
70
1392
$5K ﹤0.01%
100
1393
$5K ﹤0.01%
141
1394
$5K ﹤0.01%
1,000
1395
$5K ﹤0.01%
212
1396
$5K ﹤0.01%
50
1397
$5K ﹤0.01%
75
1398
$5K ﹤0.01%
100
1399
$5K ﹤0.01%
+200
1400
$5K ﹤0.01%
+9