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
1726
-280
1727
$0 ﹤0.01%
+6
1728
-1,168
1729
-515
1730
-23
1731
-53
1732
-736
1733
-7,630
1734
-9
1735
-1,769
1736
-5,000
1737
-11
1738
-29
1739
-9,800
1740
-456
1741
-17
1742
-21,958
1743
-75,757
1744
-500
1745
$0 ﹤0.01%
8
1746
-24
1747
-215
1748
$0 ﹤0.01%
20
1749
-9
1750
-22