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
1751
-2,380
1752
-510
1753
-101
1754
-1,000
1755
-175
1756
-8
1757
-400
1758
-1,222
1759
-1,000
1760
-73
1761
-1,000
1762
-19
1763
-1,085
1764
-5,186
1765
-1
1766
-59
1767
-3,618
1768
-1,000
1769
-920
1770
-135
1771
-8,165