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
1601
$5K ﹤0.01%
126
1602
$5K ﹤0.01%
100
1603
$5K ﹤0.01%
+380
1604
$5K ﹤0.01%
135
1605
$5K ﹤0.01%
230
1606
$5K ﹤0.01%
+69
1607
$5K ﹤0.01%
300
-121
1608
$5K ﹤0.01%
+41
1609
$5K ﹤0.01%
80
1610
$5K ﹤0.01%
20
1611
$5K ﹤0.01%
60
1612
$5K ﹤0.01%
62
1613
$5K ﹤0.01%
212
1614
$5K ﹤0.01%
+160
1615
$5K ﹤0.01%
36
1616
$5K ﹤0.01%
+85
1617
$5K ﹤0.01%
200
1618
$5K ﹤0.01%
1,143
1619
$5K ﹤0.01%
76
+1
1620
$5K ﹤0.01%
202
1621
$5K ﹤0.01%
8,225
1622
$5K ﹤0.01%
+43
1623
$5K ﹤0.01%
68
-118
1624
$5K ﹤0.01%
250
1625
$5K ﹤0.01%
+159