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
1451
$8K ﹤0.01%
62
+11
1452
$8K ﹤0.01%
+384
1453
$7K ﹤0.01%
549
1454
$7K ﹤0.01%
200
-100
1455
$7K ﹤0.01%
225
1456
$7K ﹤0.01%
233
+13
1457
$7K ﹤0.01%
240
1458
$7K ﹤0.01%
111
1459
$7K ﹤0.01%
95
-514
1460
$7K ﹤0.01%
+288
1461
$7K ﹤0.01%
211
+1
1462
$7K ﹤0.01%
240
-126
1463
$7K ﹤0.01%
161
1464
$7K ﹤0.01%
+178
1465
$7K ﹤0.01%
693
+225
1466
$7K ﹤0.01%
249
1467
$7K ﹤0.01%
300
1468
$7K ﹤0.01%
+312
1469
$7K ﹤0.01%
200
1470
$7K ﹤0.01%
94
1471
$7K ﹤0.01%
156
-330
1472
$7K ﹤0.01%
264
1473
$7K ﹤0.01%
314
-123
1474
$7K ﹤0.01%
211
-54
1475
$7K ﹤0.01%
118
+48