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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$6K ﹤0.01%
68
1502
$6K ﹤0.01%
45
1503
$6K ﹤0.01%
232
1504
$6K ﹤0.01%
+250
1505
$5K ﹤0.01%
186
1506
$5K ﹤0.01%
63
1507
$5K ﹤0.01%
108
-71
1508
$5K ﹤0.01%
300
1509
$5K ﹤0.01%
500
1510
$5K ﹤0.01%
+200
1511
$5K ﹤0.01%
3
1512
$5K ﹤0.01%
200
1513
$5K ﹤0.01%
+202
1514
$5K ﹤0.01%
160
+1
1515
$5K ﹤0.01%
1,500
1516
$5K ﹤0.01%
+100
1517
$5K ﹤0.01%
77
1518
$5K ﹤0.01%
+220
1519
$5K ﹤0.01%
375
1520
$5K ﹤0.01%
150
1521
$5K ﹤0.01%
89
+49
1522
$5K ﹤0.01%
47
1523
$5K ﹤0.01%
100
1524
$5K ﹤0.01%
19
1525
$5K ﹤0.01%
96