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
1526
$5K ﹤0.01%
19
1527
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21
1528
$5K ﹤0.01%
100
1529
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83
1530
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251
1531
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29
1532
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21
1533
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1,000
1534
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1
1535
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1,250
1536
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20
1537
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1,000
1538
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818
1539
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68
+6
1540
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80
1541
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100
1542
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10
+2
1543
$5K ﹤0.01%
297
1544
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128
1545
$4K ﹤0.01%
+40
1546
$4K ﹤0.01%
48
+20
1547
$4K ﹤0.01%
10
1548
$4K ﹤0.01%
295
1549
$4K ﹤0.01%
140
1550
$4K ﹤0.01%
45