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
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.65%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$6K ﹤0.01%
100
1552
$6K ﹤0.01%
+320
1553
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65
1554
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226
1555
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125
1556
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+863
1557
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90
1558
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1,500
1559
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150
1560
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210
1561
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+238
1562
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+319
1563
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200
1564
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237
1565
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+138
1566
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427
1567
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200
1568
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254
1569
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200
1570
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+250
1571
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50
1572
$6K ﹤0.01%
156
-4,260
1573
$6K ﹤0.01%
367
-848
1574
$6K ﹤0.01%
+200
1575
$6K ﹤0.01%
200