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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
$3.05B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.6M
3
+$15.9M
4
PLD icon
Prologis
PLD
+$15.9M
5
AZN icon
AstraZeneca
AZN
+$15.4M

Top Sells

1
+$27.3M
2
+$18M
3
+$17.5M
4
MRK icon
Merck
MRK
+$17.4M
5
SNY icon
Sanofi
SNY
+$16.3M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 6.61%
3 Financials 5.62%
4 Healthcare 5.37%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.29M 0.04%
11,365
+8,796
352
$1.28M 0.04%
6,427
-3,590
353
$1.28M 0.04%
14,444
+3,108
354
$1.28M 0.04%
+16,810
355
$1.28M 0.04%
14,927
+897
356
$1.27M 0.04%
5,909
+1,400
357
$1.27M 0.04%
13,973
-966
358
$1.27M 0.04%
24,985
-785
359
$1.27M 0.04%
41,982
-17,029
360
$1.27M 0.04%
38,443
-4,714
361
$1.26M 0.04%
10,534
-217
362
$1.26M 0.04%
21,508
-6,607
363
$1.25M 0.04%
22,016
-6,901
364
$1.24M 0.04%
217,774
+29,350
365
$1.24M 0.04%
+11,448
366
$1.24M 0.04%
4,863
+1,507
367
$1.24M 0.04%
2,472
+658
368
$1.23M 0.04%
38,499
-4,748
369
$1.23M 0.04%
+9,529
370
$1.22M 0.04%
+43,303
371
$1.22M 0.04%
+27,925
372
$1.21M 0.04%
3,781
+95
373
$1.21M 0.04%
12,985
+4,312
374
$1.21M 0.04%
27,288
+4,932
375
$1.2M 0.04%
+28,643
13 14
15
16 17