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
$1.86B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.03%
2 Healthcare 5.24%
3 Industrials 4.53%
4 Consumer Discretionary 4.47%
5 Financials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$3K ﹤0.01%
35
1577
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100
1578
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100
1579
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100
1580
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5,000
1581
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69
1582
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35
1583
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40
1584
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23
1585
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36
-20
1586
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+100
1587
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1,000
1588
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131
-100
1589
$3K ﹤0.01%
5,000
1590
$3K ﹤0.01%
62
1591
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31
1592
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99
1593
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112
1594
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+69
1595
$3K ﹤0.01%
55
1596
$3K ﹤0.01%
+200
1597
$3K ﹤0.01%
49
1598
$3K ﹤0.01%
80
1599
$3K ﹤0.01%
187
-2,000
1600
$3K ﹤0.01%
100