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
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.65%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$10K ﹤0.01%
91
1427
$10K ﹤0.01%
+184
1428
$10K ﹤0.01%
1,043
1429
$10K ﹤0.01%
740
1430
$10K ﹤0.01%
+975
1431
$10K ﹤0.01%
+254
1432
$10K ﹤0.01%
500
1433
$9K ﹤0.01%
+179
1434
$9K ﹤0.01%
+46
1435
$9K ﹤0.01%
625
1436
$9K ﹤0.01%
700
1437
$9K ﹤0.01%
450
1438
$9K ﹤0.01%
24
1439
$9K ﹤0.01%
281
1440
$9K ﹤0.01%
666
-151
1441
$9K ﹤0.01%
+170
1442
$9K ﹤0.01%
251
1443
$9K ﹤0.01%
700
1444
$9K ﹤0.01%
116
1445
$9K ﹤0.01%
239
1446
$9K ﹤0.01%
200
1447
$9K ﹤0.01%
106
1448
$9K ﹤0.01%
422
-630
1449
$9K ﹤0.01%
350
1450
$9K ﹤0.01%
75