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
$2.24B
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.83%
2 Healthcare 5.18%
3 Industrials 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$7K ﹤0.01%
161
1452
$7K ﹤0.01%
200
1453
$7K ﹤0.01%
650
1454
$7K ﹤0.01%
+190
1455
$7K ﹤0.01%
295
1456
$7K ﹤0.01%
100
1457
$7K ﹤0.01%
61
-921
1458
$7K ﹤0.01%
+510
1459
$7K ﹤0.01%
375
1460
$7K ﹤0.01%
440
1461
$6K ﹤0.01%
5
1462
$6K ﹤0.01%
100
1463
$6K ﹤0.01%
108
1464
$6K ﹤0.01%
200
1465
$6K ﹤0.01%
480
1466
$6K ﹤0.01%
256
1467
$6K ﹤0.01%
+100
1468
$6K ﹤0.01%
73
1469
$6K ﹤0.01%
35
1470
$6K ﹤0.01%
200
1471
$6K ﹤0.01%
100
1472
$6K ﹤0.01%
200
1473
$6K ﹤0.01%
100
1474
$6K ﹤0.01%
128
1475
$6K ﹤0.01%
70