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
1626
$2K ﹤0.01%
+20
1627
$2K ﹤0.01%
41
1628
$2K ﹤0.01%
6
1629
$2K ﹤0.01%
30
-10
1630
$2K ﹤0.01%
18
1631
$2K ﹤0.01%
56
1632
$2K ﹤0.01%
+300
1633
$2K ﹤0.01%
13
-313
1634
$2K ﹤0.01%
6
+1
1635
$2K ﹤0.01%
+20
1636
$2K ﹤0.01%
89
+9
1637
$2K ﹤0.01%
62
1638
$2K ﹤0.01%
35
1639
$1K ﹤0.01%
+100
1640
$1K ﹤0.01%
+60
1641
$1K ﹤0.01%
10
1642
$1K ﹤0.01%
+20
1643
$1K ﹤0.01%
+38
1644
$1K ﹤0.01%
10
1645
$1K ﹤0.01%
25
1646
$1K ﹤0.01%
40
1647
$1K ﹤0.01%
+98
1648
$1K ﹤0.01%
15
-61
1649
$1K ﹤0.01%
43
1650
$1K ﹤0.01%
67
+1