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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$6K ﹤0.01%
22
-115
1377
$6K ﹤0.01%
280
1378
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276
1379
$6K ﹤0.01%
+154
1380
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+101
1381
$6K ﹤0.01%
120
1382
$6K ﹤0.01%
45
1383
$6K ﹤0.01%
91
1384
$6K ﹤0.01%
+104
1385
$5K ﹤0.01%
295
1386
$5K ﹤0.01%
686
1387
$5K ﹤0.01%
100
1388
$5K ﹤0.01%
30
1389
$5K ﹤0.01%
200
1390
$5K ﹤0.01%
100
1391
$5K ﹤0.01%
77
1392
$5K ﹤0.01%
+152
1393
$5K ﹤0.01%
210
1394
$5K ﹤0.01%
565
+10
1395
$5K ﹤0.01%
117
+17
1396
$5K ﹤0.01%
100
1397
$5K ﹤0.01%
63
+1
1398
$5K ﹤0.01%
212
1399
$5K ﹤0.01%
300
+12
1400
$5K ﹤0.01%
19