BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
This Quarter Return
+3.64%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$830M
AUM Growth
+$830M
(+8.4%)
Cap. Flow
+$39.6M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
18.01%
Holding
1,610
New
146
Increased
548
Reduced
264
Closed
84
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 6.08% |
| 2 | Technology | 5.59% |
| 3 | Industrials | 5.48% |
| 4 | Consumer Staples | 4.93% |
| 5 | Consumer Discretionary | 4.05% |