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
1651
$1K ﹤0.01%
+10
1652
$1K ﹤0.01%
+10
1653
$1K ﹤0.01%
23
1654
$1K ﹤0.01%
+14
1655
$1K ﹤0.01%
+100
1656
$1K ﹤0.01%
59
+1
1657
$1K ﹤0.01%
6
1658
$1K ﹤0.01%
+50
1659
$1K ﹤0.01%
13
1660
0
1661
$1K ﹤0.01%
58
1662
$1K ﹤0.01%
23
1663
$1K ﹤0.01%
6
1664
$1K ﹤0.01%
50
1665
$1K ﹤0.01%
90
1666
-891
1667
$0 ﹤0.01%
23
1668
-4,000
1669
-600
1670
-380
1671
-400
1672
-90
1673
-4
1674
$0 ﹤0.01%
6
1675
$0 ﹤0.01%
+1