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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
426
$950K 0.03%
+13,193
427
$950K 0.03%
23,948
-1,595
428
$948K 0.03%
35,082
-639
429
$942K 0.03%
+26,416
430
$936K 0.03%
6,492
+577
431
$924K 0.03%
25,901
+7,248
432
$923K 0.03%
6,773
-319
433
$916K 0.03%
+30,155
434
$916K 0.03%
6,465
+3,615
435
$910K 0.03%
27,820
-1,254
436
$904K 0.03%
3,670
-134
437
$899K 0.03%
1,842
-1,414
438
$895K 0.03%
5,909
+174
439
$895K 0.03%
10,662
+102
440
$891K 0.03%
3,270
-8,643
441
$891K 0.03%
34,247
+1,657
442
$890K 0.03%
12,504
+6
443
$887K 0.03%
5,584
-1,837
444
$882K 0.03%
3,346
+315
445
$876K 0.03%
28,100
446
$872K 0.03%
8,739
-309
447
$872K 0.03%
12,195
+6,354
448
$872K 0.03%
17,283
-6,963
449
$865K 0.03%
15,283
+10,425
450
$863K 0.03%
11,061
-474
16 17
18
19 20