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
$2.07B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.7%
2 Healthcare 5.49%
3 Industrials 4.09%
4 Financials 4.02%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$8K ﹤0.01%
338
1427
$8K ﹤0.01%
+190
1428
$8K ﹤0.01%
182
1429
$8K ﹤0.01%
157
+48
1430
$8K ﹤0.01%
86
+1
1431
$8K ﹤0.01%
500
-1,021
1432
$8K ﹤0.01%
+464
1433
$8K ﹤0.01%
160
+60
1434
$8K ﹤0.01%
+404
1435
$8K ﹤0.01%
352
1436
$8K ﹤0.01%
314
1437
$8K ﹤0.01%
95
+79
1438
$8K ﹤0.01%
100
1439
$8K ﹤0.01%
32
1440
$8K ﹤0.01%
734
1441
$8K ﹤0.01%
103
1442
$8K ﹤0.01%
+1,216
1443
$8K ﹤0.01%
100
1444
$8K ﹤0.01%
260
1445
$8K ﹤0.01%
83
1446
$8K ﹤0.01%
276
1447
$8K ﹤0.01%
78
1448
$8K ﹤0.01%
78
1449
$8K ﹤0.01%
159
1450
$8K ﹤0.01%
764