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
1676
-84
1677
-200
1678
-2,852
1679
-100
1680
-300
1681
-17
1682
-21,874
1683
-10
1684
-210
1685
-17
1686
-7
1687
-207
1688
-55,944
1689
-101
1690
-230
1691
-11
1692
-23
1693
-1,344
1694
-4,000
1695
-74
1696
-788
1697
-200
1698
-2,388
1699
-38
1700
-50