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
1601
$3K ﹤0.01%
200
1602
$3K ﹤0.01%
17
1603
$3K ﹤0.01%
+12
1604
$2K ﹤0.01%
+50
1605
$2K ﹤0.01%
21
1606
$2K ﹤0.01%
+100
1607
$2K ﹤0.01%
28
-36
1608
$2K ﹤0.01%
+50
1609
$2K ﹤0.01%
+32
1610
$2K ﹤0.01%
138
1611
$2K ﹤0.01%
35
-2
1612
$2K ﹤0.01%
24
1613
$2K ﹤0.01%
50
1614
$2K ﹤0.01%
+11
1615
$2K ﹤0.01%
84
1616
$2K ﹤0.01%
74
1617
$2K ﹤0.01%
+54
1618
$2K ﹤0.01%
+30
1619
$2K ﹤0.01%
25
1620
$2K ﹤0.01%
86
1621
$2K ﹤0.01%
45
1622
$2K ﹤0.01%
23
1623
$2K ﹤0.01%
88
1624
$2K ﹤0.01%
139
-52
1625
$2K ﹤0.01%
84
-1,046