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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$8K ﹤0.01%
288
1427
$8K ﹤0.01%
203
+1
1428
$8K ﹤0.01%
294
+30
1429
$8K ﹤0.01%
130
+30
1430
$8K ﹤0.01%
150
1431
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200
1432
$8K ﹤0.01%
50
1433
$8K ﹤0.01%
1,500
1434
$8K ﹤0.01%
1,476
-31
1435
$8K ﹤0.01%
650
1436
$8K ﹤0.01%
104
+2
1437
$8K ﹤0.01%
183
1438
$8K ﹤0.01%
+211
1439
$8K ﹤0.01%
184
1440
$8K ﹤0.01%
698
+200
1441
$8K ﹤0.01%
100
1442
$8K ﹤0.01%
+150
1443
$8K ﹤0.01%
154
1444
$8K ﹤0.01%
101
1445
$8K ﹤0.01%
14
+6
1446
$8K ﹤0.01%
13
1447
$8K ﹤0.01%
375
1448
$8K ﹤0.01%
440
1449
$8K ﹤0.01%
50
1450
$7K ﹤0.01%
+225