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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,006
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.7%
2 Financials 6%
3 Healthcare 4.68%
4 Consumer Discretionary 4.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$27.4K ﹤0.01%
184
2627
$27.2K ﹤0.01%
29,211
+9,200
2628
$27.2K ﹤0.01%
232
2629
$27.1K ﹤0.01%
292
2630
$27.1K ﹤0.01%
777
-42
2631
$26.9K ﹤0.01%
5,000
-5,475
2632
$26.7K ﹤0.01%
2,855
-14,731
2633
$26.6K ﹤0.01%
500
-170
2634
$26.6K ﹤0.01%
493
2635
$26.6K ﹤0.01%
664
-2,100
2636
$26.5K ﹤0.01%
749
-6,254
2637
$26.4K ﹤0.01%
600
2638
$26.3K ﹤0.01%
674
2639
$26.2K ﹤0.01%
502
2640
$26.2K ﹤0.01%
750
2641
$26.1K ﹤0.01%
143
2642
$26K ﹤0.01%
11,512
-2,045
2643
$26K ﹤0.01%
599
-214
2644
$25.9K ﹤0.01%
+1,587
2645
$25.8K ﹤0.01%
2,000
2646
$25.7K ﹤0.01%
343
-163
2647
$25.7K ﹤0.01%
265
2648
$25.7K ﹤0.01%
130
2649
$25.5K ﹤0.01%
11,000
2650
$25.4K ﹤0.01%
635