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
176
$2.36M 0.13%
8,794
+523
177
$2.35M 0.13%
3,113
-90
178
$2.35M 0.13%
16,876
+547
179
$2.33M 0.13%
31,532
-28
180
$2.33M 0.13%
65,805
-1,510
181
$2.33M 0.13%
26,990
+138
182
$2.33M 0.13%
92,904
+81,072
183
$2.32M 0.13%
26,041
-678
184
$2.32M 0.12%
24,725
+20,399
185
$2.26M 0.12%
30,422
+114
186
$2.23M 0.12%
28,452
+157
187
$2.2M 0.12%
9,074
-634
188
$2.2M 0.12%
24,410
+887
189
$2.2M 0.12%
40,622
+632
190
$2.19M 0.12%
44,460
-411
191
$2.18M 0.12%
23,824
+3,111
192
$2.16M 0.12%
27,023
-4,022
193
$2.16M 0.12%
26,435
-585
194
$2.14M 0.12%
23,310
+588
195
$2.13M 0.11%
7,705
-245
196
$2.13M 0.11%
152,661
+2,654
197
$2.09M 0.11%
13,656
-270
198
$2.09M 0.11%
9,058
-645
199
$2.07M 0.11%
27,291
+1,046
200
$2.07M 0.11%
31,596
+2,251