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
$2.39B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,949
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.04%
2 Healthcare 4.6%
3 Industrials 4.49%
4 Financials 3.96%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$7K ﹤0.01%
1,000
1477
$7K ﹤0.01%
300
1478
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343
1479
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295
1480
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122
-2,373
1481
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36
1482
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500
1483
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302
1484
$6K ﹤0.01%
549
1485
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18
1486
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400
1487
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400
1488
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+39
1489
$6K ﹤0.01%
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1490
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171
-164
1491
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1492
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+1
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1494
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1495
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600
1496
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100
1497
$6K ﹤0.01%
215
1498
$6K ﹤0.01%
359
1499
$6K ﹤0.01%
152
1500
$6K ﹤0.01%
215
+1