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
1476
$6K ﹤0.01%
284
1477
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99
+33
1478
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22
1479
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+40
1480
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70
1481
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+365
1482
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100
1483
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300
1484
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91
1485
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50
1486
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295
1487
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167
+100
1488
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100
1489
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3
-1
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35
1491
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1492
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1493
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1494
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1495
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108
-513
1496
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63
1497
$5K ﹤0.01%
45
-1,228
1498
$5K ﹤0.01%
+75
1499
$5K ﹤0.01%
19
1500
$5K ﹤0.01%
96