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
1701
$0 ﹤0.01%
2
1702
-190
1703
-4
1704
-100
1705
-625
1706
$0 ﹤0.01%
50
1707
$0 ﹤0.01%
19
1708
-138
1709
$0 ﹤0.01%
4
1710
-1,114
1711
-4,288
1712
-310
1713
$0 ﹤0.01%
1
1714
$0 ﹤0.01%
50
1715
-303
1716
-2,526
1717
-36
1718
-700
1719
-203
1720
-3
1721
-1,000
1722
-85
1723
$0 ﹤0.01%
15
-427
1724
-3
1725
-194