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
$2.23B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,944
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Healthcare 5.28%
3 Financials 4.38%
4 Industrials 4.26%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$7K ﹤0.01%
23
+7
1502
$7K ﹤0.01%
32
1503
$7K ﹤0.01%
200
1504
$7K ﹤0.01%
141
1505
$7K ﹤0.01%
250
1506
$7K ﹤0.01%
300
1507
$7K ﹤0.01%
94
1508
$7K ﹤0.01%
343
1509
$7K ﹤0.01%
140
+5
1510
$7K ﹤0.01%
355
-600
1511
$7K ﹤0.01%
375
1512
$7K ﹤0.01%
295
1513
$7K ﹤0.01%
250
1514
$7K ﹤0.01%
100
1515
$7K ﹤0.01%
1,098
1516
$7K ﹤0.01%
+700
1517
$7K ﹤0.01%
106
-6
1518
$7K ﹤0.01%
500
1519
$6K ﹤0.01%
200
1520
$6K ﹤0.01%
100
1521
$6K ﹤0.01%
108
1522
$6K ﹤0.01%
200
1523
$6K ﹤0.01%
193
1524
$6K ﹤0.01%
+200
1525
$6K ﹤0.01%
100