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
$1.86B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.03%
2 Healthcare 5.24%
3 Industrials 4.53%
4 Consumer Discretionary 4.47%
5 Financials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$7K ﹤0.01%
+208
1452
$7K ﹤0.01%
+375
1453
$7K ﹤0.01%
400
-1,800
1454
$6K ﹤0.01%
100
1455
$6K ﹤0.01%
333
1456
$6K ﹤0.01%
331
1457
$6K ﹤0.01%
686
1458
$6K ﹤0.01%
1,000
1459
$6K ﹤0.01%
+100
1460
$6K ﹤0.01%
100
1461
$6K ﹤0.01%
+70
1462
$6K ﹤0.01%
106
1463
$6K ﹤0.01%
152
1464
$6K ﹤0.01%
100
-17
1465
$6K ﹤0.01%
+120
1466
$6K ﹤0.01%
+3
1467
$6K ﹤0.01%
100
1468
$6K ﹤0.01%
212
1469
$6K ﹤0.01%
800
-2,500
1470
$6K ﹤0.01%
36
1471
$6K ﹤0.01%
100
1472
$6K ﹤0.01%
+475
1473
$6K ﹤0.01%
+260
1474
$6K ﹤0.01%
+180
1475
$6K ﹤0.01%
104