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
$1.19B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,019
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.65%
2 Healthcare 5.55%
3 Industrials 5.45%
4 Financials 4.76%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$2K ﹤0.01%
176
1827
$2K ﹤0.01%
35
1828
$1K ﹤0.01%
+100
1829
$1K ﹤0.01%
9
1830
$1K ﹤0.01%
+32
1831
$1K ﹤0.01%
+187
1832
$1K ﹤0.01%
+290
1833
$1K ﹤0.01%
150
1834
$1K ﹤0.01%
+300
1835
$1K ﹤0.01%
+167
1836
$1K ﹤0.01%
+30
1837
$1K ﹤0.01%
+19
1838
$1K ﹤0.01%
+15
1839
$1K ﹤0.01%
+48
1840
$1K ﹤0.01%
25
1841
$1K ﹤0.01%
100
1842
$1K ﹤0.01%
+8
1843
$1K ﹤0.01%
25
1844
$1K ﹤0.01%
+40
1845
$1K ﹤0.01%
+26
1846
$1K ﹤0.01%
40
1847
$1K ﹤0.01%
15
+11
1848
$1K ﹤0.01%
+24
1849
$1K ﹤0.01%
35
1850
$1K ﹤0.01%
+12