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
1501
$5K ﹤0.01%
34
1502
$5K ﹤0.01%
19
1503
$5K ﹤0.01%
21
1504
$5K ﹤0.01%
100
1505
$5K ﹤0.01%
83
1506
$5K ﹤0.01%
21
1507
$5K ﹤0.01%
24
1508
$5K ﹤0.01%
1
-2
1509
$5K ﹤0.01%
1,250
1510
$5K ﹤0.01%
400
1511
$5K ﹤0.01%
20
1512
$5K ﹤0.01%
60
-50
1513
$5K ﹤0.01%
+100
1514
$5K ﹤0.01%
1,000
1515
$5K ﹤0.01%
94
+84
1516
$5K ﹤0.01%
100
-100
1517
$5K ﹤0.01%
250
1518
$5K ﹤0.01%
1,000
-1,500
1519
$5K ﹤0.01%
297
1520
$5K ﹤0.01%
23
+3
1521
$5K ﹤0.01%
301
1522
$5K ﹤0.01%
104
1523
$5K ﹤0.01%
232
1524
$4K ﹤0.01%
66
1525
$4K ﹤0.01%
300