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
$2.24B
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.83%
2 Healthcare 5.18%
3 Industrials 4.77%
4 Consumer Discretionary 4.48%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$4K ﹤0.01%
3
1552
$4K ﹤0.01%
200
1553
$4K ﹤0.01%
+300
1554
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79
1555
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59
1556
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+54
1557
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+60
1558
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64
1559
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+41
1560
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46
1561
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48
+1
1562
$4K ﹤0.01%
99
1563
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246
+237
1564
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119
1565
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100
1566
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29
1567
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+350
1568
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92
1569
$4K ﹤0.01%
1,070
1570
$4K ﹤0.01%
125
1571
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20
1572
$4K ﹤0.01%
172
1573
$4K ﹤0.01%
37
1574
$4K ﹤0.01%
117
1575
$4K ﹤0.01%
35