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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,817
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.35%
2 Healthcare 5.67%
3 Consumer Discretionary 4.97%
4 Industrials 4.94%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$6K ﹤0.01%
3
1377
$6K ﹤0.01%
+200
1378
$6K ﹤0.01%
421
1379
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1,200
1380
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172
1381
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325
1382
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82
-99
1383
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109
1384
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288
1385
$6K ﹤0.01%
+1,344
1386
$6K ﹤0.01%
500
1387
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48
1388
$6K ﹤0.01%
366
1389
$6K ﹤0.01%
249
-72
1390
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36
1391
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76
1392
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125
-18
1393
$6K ﹤0.01%
609
-1,929
1394
$6K ﹤0.01%
280
1395
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255
1396
$6K ﹤0.01%
150
1397
$6K ﹤0.01%
103
1398
$6K ﹤0.01%
300
1399
$6K ﹤0.01%
200
1400
$6K ﹤0.01%
+164